Document Fetching & File Management

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

+1

15 articles in this collection
Written by Brian Carolan, Elina Kokina, Orlaith and 1 other

Document Fetching

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

Document Fetching

How to set up Document Fetching in AutoEntry

Written by Elina Kokina
Updated over a week ago

Fetched Document Location and Processing

Where to locate the fetched documents and how to submit these for processing

Written by Elina Kokina
Updated over a week ago

Document Fetching - How to turn off Auto-Submit

How to prevent your fetched documents from being submitted to be processed automatically

Written by Orlaith
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

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

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

AutoEntry Document Fetching Setup: Client-steps

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

File Management

File Management Overview

A full overview of the File Management Folder.

Written by Brian Carolan
Updated over a week ago

Uploading to File Management

How to upload documents to the File Management folder.

Written by Brian Carolan
Updated over a week ago

Creating a New Folder in File Management

How to quickly create a new folder in File Management.

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

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

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