All documents fetched by Document Fetching will show in Company Files within the ‘Document Fetching’ folder; this folder is then separated into two sub-folders: ‘Banks’ and ‘Suppliers’.

  • 'Banks’ folder will display sub-folders relating to each bank that you have connected to Document Fetching (with each bank sub-folder having further sub-folders for each bank account)
  • ‘Suppliers’ folder will display sub-folders relating to each supplier that you have connected to Document Fetching (with each supplier sub-folder having further sub-folders for each user account held with that supplier)

Once the documents have been fetched and are available within the relevant folders, the user will be able to submit these documents for processing within AutoEntry.

There are two functions on how to submit documents for processing:

  • Submit - a manual submit of one document at a time. Please click here to find out more information.
  • Auto-Submit - an automatic submit of multiple documents. Please click here to find out more information.

If a document is located within the Document Fetching 'Suppliers' folder, the fetched documents will be processed within the company’s main Purchases folder (‘Bills’ folder for US/Canada); if the document is located within the 'Banks' folder, the fetched documents will be processed within the main Bank Statements folder.

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