With Document Fetching you can now automatically sync and download supplier and bank documents into AutoEntry!
The Document Fetching feature supports just under 6,000 suppliers and banks across 70 countries worldwide. A charge of two credits is applied to each supplier or bank document fetched.*
You can set up Document Fetching in two ways:
Where the owner of the supplier and/or bank account(s) has access to the relevant company in AutoEntry, refer to the self-setup guide here.
Where the owner of the supplier and/or bank account(s) does not have access to the relevant company in AutoEntry (or is not an AutoEntry user) e.g. your accountant client, refer to the client-setup guide here.
Authentication and Processing times for Document Fetching:
The general rule is that authentication of initial account credentials should take 1-2 minutes (with an additional 1-2 minutes where a second factor of authentication is requested by the relevant supplier/bank).
Following the first-time connection, the time required for the initial processing (or 'fetching') of documents will naturally be longer than the subsequent weekly fetch, owing to the greater volume of documents involved, but in the majority of cases will take no longer than 15-30 minutes. The fetching will then take place every 7 days from the initial set up date.
Please note that exceptions to these performance-times can and do occur for a variety of reasons. The status messages will inform you of the standard authentication/processing events (e.g. 'Fetching cannot complete - Additional user action required on Supplier website'), but will not always be able to handle more arbitrary situations i.e. those built into the fetching solution (e.g. virus-checking and date-validation of all documents, best-practice routines to maintain the performance and security of all connections), or simply reasons outside of its control (e.g. recent design or back-end changes to supplier/bank websites, sizes of document files etc).
If you have any enquiries in regards to any of the fetching connections you have set up, please do not hesitate to contact us.
*Note re EU bank connections (January 2020):
From January 2020, it was necessary to take EU bank connections offline - we will give an estimate on when they can be restored as soon as possible. In the meantime, fetching from existing EU bank connections has been discontinued, and new connections to EU banks have been disabled. Note that all documents already fetched from existing connections will remain available for download (or processing) as normal in the relevant ‘Company Files’ folder. Also note that all suppliers and all non-EU banks, remain completely unaffected.
Individual notifications have already been communicated to the customers that had active fetching connections to the banks in question. We sincerely apologise for the disruption in service and will be doing everything we can to progress the situation.