The Activity tab of a folder provides a full record of all documents uploaded to that folder by users for each company. From this tab you can then monitor the progress of the file while its processing.
📎NOTE: The Activity tab is treated as a record of each item uploaded to AutoEntry and therefore you can't delete or remove them from this section.
Click View next to Activity within any folder.
The Activity section includes two separate tabs:
Uploaded Files
Uploaded Files
The uploaded Files tab will show all the files users have uploaded to this folder. You can review the following:
The date of the upload
The user involved
How the file was uploaded
Browser
Mobile app
A preview of the file uploaded
Size of file, including a download link to download the original file
File status:
This allows you to monitor the progress of the file extraction after upload. The status changes for each stage.
Queued for processing
Sent for processing
File already uploaded
Ready :
The status Ready will show for Sales or Purchases invoices and Supplier statements once they are ready and available in the Inbox
When Expenses receipts are ready and available for editing in the Expenses list.
Approved :
The status Approved will show for Bank Statements in the Uploaded files tab once they are ready and available in the Bank Statement Inbox.
Number of pages/items uploaded
Details of the upload, including a link to view the completed file when ready
Processed Items
Processed Items
Once the file is ready and processed it will show in the Processed Items tab. Here, the status of the file will indicate if the file was released to the Inbox, Rejected or Archived.
You can access the following details:
View - You can click to access and edit the processed documents. (You can also access the document from the Inbox)
Doc ID - AutoEntry internal reference number
User - The user who was last active
Last Action - example: Upload, Codes
Date - The date of the last activity
Status - Current status and access link to the location of the document: Inbox, Archived, Rejected
Details - Details of the invoice
Source file - You can click the link to preview the document image
📌TIP: To the top right, there are options for searching for particular items/invoices, which you can also filter by date, user, or status.
📎NOTE: After you upload your documents for processing, they're scanned through AutoEntry before being released to your Inbox.
If AutoEntry detects any blank or merged pages within the file you uploaded, AutoEntry will be delete them in order to extract the relevant data efficiently. When this occurs, you will see that pages were deleted on your Activity feed.
📎NOTE: AutoEntry also has an Activity page where you can view all activity of all folders.