Once the invoice extraction is complete, you can access and share the original image from the Share button. You can send it to internal or external users depending on your settings.
📎NOTE: You can only share documents after successful processing. The Share option isn’t available to Bank Statements or Supplier Statements.
How to share an invoice
Go to the relevant folder to access the document: Purchases, Sales, Expenses.
You can access the invoice from either tab: Inbox, Archive or Activity.
Click the invoice number link to access the invoice's details.
Alternatively, click Action > View invoice.
Click the Share button from the right hand corner.
Copy the link from the Share Link Image window.
Shared links access settings
The Share Link Image window will specify if you can share the link internally or externally.
Public - Anyone with the link can view the image
Private - The user will need access to the company and the relevant folder to view the image
You can access the Company Settings from this window to change the set-up.
📌TIP: Read more about shared links.
📎NOTE: If you share a Private link with someone with no access, they will get the following message :
Private link - You must be logged in to AutoEntry to view this image as the image share settings for this company are set to private. Please contact an AutoEntry user to either request access to AutoEntry, or to change the "Share Link" settings.