Objective

If your company is not integrated with accounting software, or you just prefer to have a copy of your extracted invoice data saved to your PC, this article will go through the steps required to download them.

Applies To

  • Purchase invoices.

  • Sales invoices.

Procedure

To download a .csv or Excel file of your invoice data, pleade do the following:

  1. Select the file(s) you wish to download by ticking the checkbox to the left of each one. Once ticked, an option to Download will appear at the top of the list. Click this and select what format you want to save it as.

  2. To download all invoices in the Inbox or Archived folders, click to select All from the main checkbox above the first invoice.

  3. AutoEntry will then only select all invoices shown on the first page of the Inbox/Archive. If is more than 1 page of invoices, click on the link in the yellow banner across the top of the page to select all invoices over and above the first page.

  4. You will then see a confirmation notice, and all invoices in the folder will then be included in the download!

Additional Information

  • The Generic Excel Format also includes links to the invoice images in AutoEntry for easy retrieval of the source document. See here for the settings and details required. 

  • For a guide on downloading extracted bank statement data, please see here.

  • If your company is not integrated with an accounting package, and you would like a link containing the invoice image to be included in the downloaded spreadhseet, please see here for more information.

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