The Activity tab provides a full record of all documents uploaded by users for each company. This article will give you an overview of the Activity page and its functions! Click on any of the below headings to be brought to that section:
How do I access my Activity tab?
You can access the Activity tab either from your company homepage or within any folder.
What will I see in my Activity?
There are 2 tabs at the top of the Activity page. One for uploaded files, and files that have finished processing.
Uploaded Files tab
The Uploaded Files tab allows you to review:
The date of the upload
The user involved
How the file was uploaded (mobile app or browser)
A preview of the file uploaded
Size of file including a download link to download the original file
File status (uploaded/processing/ready)
Number of pages/items uploaded
Details of the upload (including a link to view the completed file when ready)
Processed Items tab
Under the Processed Items tab you can review:
View icon to view processed invoices
Doc ID is AutoEntry's internal reference number for that document
The user who was last active
Brief description of the action
The date of the activity
Current status and location of the document
Details of the invoice
Link to preview the document image
For the invoice status, the 'inbox', 'archived' and 'rejected' icons are links to bring you directly to those pages.
To the top right, there are options for searching for particular items/invoices which can also be filtered by date/user/status.
Deleted pages during processing
After you upload your documents for processing, they are scanned through our system before being released to your Inbox.
If any blank or merged pages are detected within the file you uploaded, these will be deleted in order to extract the relevant data efficiently. When this occurs, you will see that pages were deleted on your Activity feed.
Please note
The Activity tab is treated as a record of each item uploaded to AutoEntry and therefore cannot be deleted or removed.