When you upload a document for processing, AutoEntry will only extract the total amount by default.
See below how to enable line item extraction to capture invoice line details automatically. This uses one extra credit per invoice.
You can set this up at different levels:
Set up default extraction at company or supplier level
Enable only when uploading a document
Add lines manually after processing (no extra credit)
📎NOTE: Automatic extraction includes the item description, individual item price, and Net/Tax/Total amounts when available.
Enable Line Item Extraction
You can enable line item extraction at the company, supplier, or document level.
Company level
Company level
To extract line items automatically for all invoices within the company, enable the default under Company Settings.
Go to Home and select the company from the list.
Go to Company settings.
Check the Capture line Items box to enable the full extraction.
Make sure to click Save Changes.
📎NOTE: Enabling the Line Item capture in the Company Settings will apply to all documents and override any suppliers setting in the Contact Settings. To configure line item extraction for a specific supplier, make sure to disable it at company level. The company setting overrides the contact setting.
Supplier level
Supplier level
For Purchase invoices, you can enable Line Item Extraction per supplier within your Company Contacts.
Go to Home and select the company from the list.
Click Company contacts from the secondary menu.
Click the supplier to open the supplier settings page.
Under the General tab, set the Capture line Items box to On to enable full extraction.
Make sure to click Save Changes at the bottom.
📎NOTE: Enabling the Line Item capture in the Company Settings will apply to all documents and override any suppliers setting in the Contact Settings. To configure line item extraction for a specific supplier, make sure to disable it at company level. The company setting overrides the contact setting.
Document level
Document level
When you upload your documents, you can select Line Item Capture for the invoices you're about to upload in the window itself. Line items only extract for that upload and turn off again for the next upload.
Add Line Items manually
You can also add line items manually to any invoice after extraction.
Enable Line Item Expanded View
The Line Item Expanded View function allows you to work on the line items in full-screen mode.
This is useful when it’s difficult to see or fill in all the fields. This can occur if you're using a smaller screen, and when there are multiple fields such as tracking categories. As a result, fields won’t show fully when the image is showing in the right panel.
Click the four-arrow expand icon at the top right of the Line Item section.
This fills the lower half of your screen with the invoice image zoomed in on the top half.
You can adjust the size of the Line Item section using the slider at the top of the line items. You can collapse the field back to the normal view by clicking the same icon at the top right.
Troubleshooting FAQs
Receipts extraction
AutoEntry is unable to extract line items from standard shop/till receipts. We’ll only extract line items from invoices or receipts printed in a format similar to an invoice.
If you need line items to be present on a shop/till receipt, you’ll need to add these manually.
Decimals and discounts
Line item extraction won’t capture the product quantity:
if the unit price has more than two decimal places
if there are discounts in line per line item
In rare cases, the unit quantity defaults to one, and the line totals will reflect the totals for the line with no per item cost.
AutoEntry can't account for multiple units or cases (for example, one case of 24 units). The system will extract this as one unit.
Orientation
The system won't be able to extract line items if you upload a document vertically. In this case, there won't be any additional charge for line item extraction.
Clarity
Make sure the scan quality is sufficient.