Objective

This article will demonstrate how users can upload their documents to AutoEntry, and provide guidance in both written and video forms.

Applies To

  • All users of the AutoEntry desktop website.

Procedure

Once you click into a company within AutoEntry, you will see up to 6 document folders - Purchases, Supplier Statements, Sales, Expenses, Bank Statements and File Management - depending on the permissions given to you. 

Here's a quick overview on uploading documents to AutoEntry:  

To upload files from your PC, simply click the “+ Upload” button on the top right-hand corner of the relevant folder:

When the upload window pops up you can select which folder you want to upload to by using the tabs across the top (Purchases/Supplier Statements/Sales/Bank Statements).

At the top of the window, you will see the bespoke/unique email address that you can use to email files (not available for Bank Statements or File Management) directly to AutoEntry.


On the left you can choose the type of contents in the file:

  • Auto - AutoEntry will automatically split the file into separate pages and examine each one to check for single or multi-page invoices. 

  • Item per Page - AutoEntry will simply split the file into individual pages for processing. It will not undertake any checking for a multi-page invoice.

  • Single Item - For large multi-page invoices where there is only one invoice in the file, again, AutoEntry will not check for any other invoices and simply process the file as one item. 

Please note: The Item per Page and Single Item options will speed up the processing of your files a bit but please be aware, AutoEntry does not undertake the splitting and matching process as with the Auto function. 

Line Item Capture for the files you are about to upload can be selected here also.

If you are using tracking categories (locations/classes/cost centres), these can also be assigned to all the invoices being uploaded. The tracking categories can be amended per invoice if required once processing has been completed. 

You can then simply drag and drop the files into the box, or browse your PC for the files you wish to upload. The uploaded files will be shown in the window and extra files can be added by selecting '+ Add More'

While your files are uploading, you cannot close this window. However, rather than waiting for all the files to complete you have the option to click the 'Browse AutoEntry' button at the top to open AutoEntry in another tab and continue working elsewhere until the upload completes. 

Additional Information

For steps on uploading files to the File Management folder, please see this article.

Don't forget, for smaller purchase receipts/expenses, our free Mobile App is the easiest way to snap a photo and upload it. Straight through the app!

See below for information on Scanner settings and notes on the scan quality:
Scanner Settings
Notes on Pen Marks and Handwriting

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