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Upload documents to AutoEntry

How to upload your scans or photos of your documents to AutoEntry.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can easily upload files to AutoEntry directly from your computer.

How to upload a document via the AutoEntry website

📎NOTE: There is a file size limit of 199 pages per PDF file when uploading documents from your PC.

  1. Click the Upload Document button on the top right-hand corner of your screen.

  2. You're brought to a window where you can use drop-down menus to select the company and folder you would like to upload documents to:

    • Purchases

    • Supplier Statements

    • Sales

    • Expenses

    • Bank Statements

    For example, the Sales folder is where you would upload sales invoices or sales credit notes.

    📎NOTE: Depending on the folder you select, there may be other options you can select.

    • Upload settings - Purchases, Supplier Statements, Sales, and Expenses only

    • Capture line items - Sales and Purchases only

    • Department - Sales and Purchases only

    • Project - Bank Statements only

    📌TIP: Upload Settings are how you control whether multiple pages you upload are either e.g. separate invoices, or multiple pages of the same invoice.

  3. Click browse to locate the files on your computer. Once selected, the upload automatically begins.

  4. The uploaded documents show at the bottom of the window.

    📎NOTE: To select Additional files, click Add More.

📌TIP: You can't close the upload window while documents are still uploading.

However, you do have the option to click Browse AutoEntry at the top of the window. This opens AutoEntry in another tab so you can continue working elsewhere until the upload completes.

Once the document finishes processing, it's listed in the folder you initially selected. e.g. Sales.

Additional information

How do I know my file has been uploaded?

Once AutoEntry has received your files there's a notification banner in the relevant inbox to inform you that we have received the files and are processing them.

Your Activity tab also shows you all uploaded invoices for that company.

📎NOTE: Processing of files isn't instant. For more details on our processing times view our guide, How long does processing take?

Accepted file types

AutoEntry will accept and process the following file types:

  • PDF

  • TIFF & TIF

  • JPEG

  • .doc & .docx (Word files)

  • .xlsx (Excel files)

📎NOTE: Irrespective of file type, screenshots will be rejected.

What languages are accepted?

For Invoices and bills

For invoices/bills, AutoEntry is an English language program. Some foreign language documents can be extracted if the layout is clear, however, AutoEntry can't guarantee how accurate the extraction will be.

📎NOTE: No refund will be offered for rejected items in a foreign language.

For bank and credit statements

With bank and credit card statements, AutoEntry extracts the figures and text from the documents, so language is less of a concern. However, AutoEntry cannot verify or check spellings in descriptions. With a foreign language, this may be more apparent.

📎NOTE: AutoEntry will reject any documents in Arabic or Chinese/Japanese style fonts (or similar).

What is the cost of processing a supplier statement?

The 'AutoEntry credit' charge for processing a document depends on the type of document you're uploading.

The monetary cost per document also depends on your subscription level.

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