Document Fetching & File Management

How to set up Document Fetching and File Management in AutoEntry to automatically download and store your documents and data.

+2

13 articles in this collection
Written by Brian Carolan, Elina Kokina, Aaron and 2 others

Document Fetching

Document Fetching Overview

An overview of AutoEntry's Document Fetching feature.

Written by Elina Kokina
Updated over a week ago

Document Fetching Setup: Self-Setup

How to set up your own Document Fetching in AutoEntry

Written by Elina Kokina
Updated over a week ago

Document Fetching Setup: Client-Setup

A guide to how your client can set up Document Fetching in AutoEntry without having an AutoEntry account

Written by Elina Kokina
Updated over a week ago

Document Fetching Setup: Client Steps After Setup

A guide to how you can add your supplier and/or bank account(s) to your accountant’s AutoEntry Document Fetching

Written by Elina Kokina
Updated over a week ago

Document Fetching: Understanding your Connection Status

A glossary of Document Fetching status errors.

Written by Aaron
Updated over a week ago

Fetched Document Processing - Auto-Submit Function

How to set up Auto-Submit processing for fetched documents.

Written by Elina Kokina
Updated over a week ago

Fetched Document Processing - Submit Function

How to manually submit a fetched document for processing.

Written by Elina Kokina
Updated over a week ago

Documents Not Fetching from Supplier

The steps required when your documents are not fetching from a supplier.

Written by Meera Sharma
Updated over a week ago

Fetching: Amazon Connection

How to enable a Document Fetching connection between AutoEntry and Amazon.

Written by Emma Carroll
Updated over a week ago

File Management

File Management Overview

A full overview of the File Management Folder.

Written by Brian Carolan
Updated over a week ago

Document Dates in File Management

How to set document dates in File Management and the benefit of doing so.

Written by Brian Carolan
Updated over a week ago

File Management Access and User Permissions

How to view and access the File Management folder.

Written by Brian Carolan
Updated over a week ago

Submitting Documents for Processing and Extraction from File Management

How to submit your uploaded files for processing from File Management.

Written by Brian Carolan
Updated over a week ago