Once an invoice has finished processing, the next step before publishing it to your accounting software is to assign a supplier/customer account, category and VAT code to it. Those fields can't be blank if you need to publish the invoice to your accounting software.
Go to the Inbox.
From the invoice click View to edit it.
Select the relevant Supplier/customer Account for that invoice, the Category and Vat Code.
📎NOTE: Tax codes aren’t required in some markets and won’t appear on the page there. For example, USA.
Automation
To avoid having to fill in manually the codes every time you want to publish an invoice, you can apply defaults from your settings.
Defaults
To allow AutoEntry to fill the VAT code automatically, make sure to enable default vat Codes from the Accounting Settings.
Regarding suppliers, AutoEntry will automatically make a suggestion from your contact list.
Remember option
After you select a code manually, a Remember? option pops up. This gives your Inbox the option to remember and automate these selections in the future.
Suppliers settings
You can also set up defaults vat codes and categories for your suppliers and they will automatically populate when you select the contact.
📎NOTE: If you don't fill in the codes and you try publish the invoice, you'll get the error "Invoice was not approved, please check it has all codes assigned".