Bank Statements Activity
A full list of all bank statements uploaded to and processed in this company and their current status
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

The Activity tab for Bank Statements acts much like the Activity Tab for invoices. It is essentially a full audit trail for all files uploaded to and processed by AutoEntry. 

There are two tabs within the Activity page:

Uploaded Files

Shows all files that have been uploaded to AutoEntry (processed or not).; their details and their status.

  • Date - Time and date the file was uploaded.

  • User - User that uploaded the file.

  • Uploaded via - How the files were uploaded (uploading via web browser is only available for bank statements).

  • File - Name of the file uploaded. You can click the name to view the file.

  • Download icon - Link to download and save the file to your computer.

  • File Status - Current status of the file; uploaded, queued for processing, processing, ready or rejected.

Processed Items

Shows all the statement files that have completed processing; their details and where to find them.

  • View icon - To view the statements in the inbox.

  • User - User that uploaded the file.

  • Date - Time and date the file's processing was completed/rejected.

  • Status - Current location of the file - Inbox, Rejected or Deleted.

  • Details - Details of the file including the credits used for that particular job.

  • Source File - Link to the original file uploaded.

Please note

The activity pages are effectively an audit trail of all files uploaded, processed and rejected/deleted. There is no way to delete or remove a files listing from these pages. Deleted projects/files will still show on the activity page but as the data has been deleted there's no way to view and data or source files as they are deleted also (when deleted, there is a delay of a minute or two while all connections to the statements are amended. The source file is still viewable during this time).

Last edited:

Apr 27, 2023, 07:00 AM

Did this answer your question?