Objective

If you are using AutoEntry for simple data extraction and do not plan on integrating your company with an accounting package, AutoEntry offers the Generic Excel download format with a Shared Image Link.

This allows AutoEntry and non-AutoEntry users to see the invoice image via the link available in the first column of the downloaded Generic Excel format.

Applies To

  • Purchase and Sales invoices.

  • Non-integrated companies.

Procedure

How to Download a Generic Excel File

To download your extracted invoice data as a Generic Excel file, please do the following:

  1. Select the file(s) you wish to download by ticking the checkbox to the left of each one.

  2. Once ticked, an option to Download will appear at the top of the list. Click this and select Generic Excel.

  3. The download will save to your PC automatically.

Shared Links Setting

The availability to see the image link will depend on the Shared Links setting within your Company Settings.

If the setting is set to Private, only AutoEntry users will be able to view the document via the link on the Generic Excel download.

If the setting is set to Public, AutoEntry and non-AutoEntry users will be able to view the document via the link on the Generic Excel download.

Additional Information

  • Please note that if your company is integrated with an accounting package, while it is possible to download an Excel file containing extracted data, links to invoice images will not be included.

  • A full guide on downloading your extracted invoice data can be found here.

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