The Activity tab within the document folders will show all documents uploaded to that folder by all users. This allows you to monitor the extraction progress while the file is processing before it moves to the Inbox.
📎NOTE: The Activity tab is an audit trail, therefore you can't delete or remove documents from this section.
📌TIP: There's also a separate Activity section in the left-hand menu where you can view activity for all documents and folders in one place.
Access
From the company folders homepage, click View next to Activity within any panel (Sales, Purchases etc.) to access the activity page.
From within a folder (Sales, Purchases), click the Activity tab.
The Activity includes two separate tabs: the Uploaded files tab and Processed items tab.
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
The upload mode: If you uploaded the file via a browser or the mobile app
A preview of the file uploaded
The file size, including a link to download the original file
File status
Number of pages or items uploaded
Details of the upload, including a link to view the completed file when ready
Uploaded file status:
You can use the file status to monitor the progress of the file extraction after upload. The status changes for each stage.
Queued for processing
Sent for processing
Processed / File already uploaded - as relevant
Ready
This status will apply to Sales, Purchases, Expenses and Supplier statements once the extraction is complete.
Approved
This status is the same as Ready but is specific to Bank Statements once they’re available in the Bank Statement Inbox.
📎NOTE: Once ready or approved, documents will then appear in the respective Inbox (Sales, Purchases, Supplier and Bank statements) or the Expenses tab (Expenses).
Processed Items
After the extraction is complete, the file will show in the Processed Items tab. The file status here will show if the file is in the Inbox, Rejected or Archived folder.
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 or 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 original document or image
📌TIP: You can search or filter items by date, user, status or action. You an also search documents by keywords
📎NOTE: If AutoEntry detects any blank or merged pages within the file you uploaded, AutoEntry will delete them to extract the relevant data efficiently. When this occurs, you’ll see the deleted pages on your Activity feed.