When publishing an invoice, the orange triangle can appear if there’s any missing or clashing information preventing it from publishing.
Resolution
To resolve the error, click the triangle to display the details and identify the cause.
Once you've displayed the exact error, you can also check our Help Centre for more details.
Once you’ve identified the cause, you can edit the invoice to make adjustments and publish it again.
You first need to unpublish the invoice.
Edit the invoice to adjust the incorrect information.
Use the guidance in the error message.
Publish again.
Common issues
These are the top five errors when publishing:
Duplicate match
If you already published the invoice, the system will automatically identify it.
You’ll have the option to publish the invoice as a duplicate, or reject it.
Invoice codes error
Invoices xxx wasn’t approved, please check it has all codes assigned.
You need to make sure you assign all the categories and codes before you publish the invoice.
Tax/VAT summary total/Line item error
If the Net, VAT and totals don't add up in the invoice, this will return an error. You’ll need to edit the invoice until they match.
Examples
Tax Summary Tax does not match Invoice Tax
Line Item Tax does not match Invoice Tax
Etc.
Invalid account code
The Invalid account code usually means the code selected doesn't match the settings in your accounting software. You need to make sure the codes in AutoEntry reflect the ones in your accounting package. If necessary, Re-Sync your data.
Once the codes have synced again, you can unpublish and select the correct code before you publish again.
Greater date error
Information - Invoice Date is greater than today's date.
You can't publish an invoice in the future.