Skip to main content

Invoice publication status

Different invoice status in AutoEntry.

Written by Marie-H

If you're integrated with an accounting software, the invoice status in the Inbox can either be Ready, or Published.

If there is an error, a triangle will show.

If it has published successfully, the software name will show.

Different invoice status.

📎NOTE: If you're not integrated, the status will either be Ready or Approved.

See below the different status when integrated:

Ready

Once the invoice lands in your Inbox after extraction, the status will show as Ready.

Ready means the extraction was successful.

You can now edit the invoice before you publish it.

📎NOTE: You still need to fill in the required fields before you try to publish. If you don't, you will get the error "Invoice was not approved, please check it has all codes assigned".

Ready + triangle

Ready + triangle means there’s an issue that will prevent the publication.

Click Read more beside the triangle for more details. You need to correct the issue before you publish.

Examples

  • Contact doesn’t exist in Sage

  • Invalid or missing Cost Code

  • Invoice Date is blank.

  • Unsupported Feature: Invoice with zero value isn’t supported for Sage 50 UK&I.

📎NOTE: If you try to publish without correcting these issues, the status will change to Published + triangle.

Published + triangle

The status will change to Published after you click Actions > Publish, or if auto-publish is on.

However, if there's an issue preventing the publication, an orange triangle will appear.

You'll need to unpublish, correct the issue and publish again.

Published + software name

If the publication is successful, the name of the integrated software will show in the status column.

📎NOTE: If the invoice doesn't show in your accounting software,

  • You’ve clicked Re-sync by accident, preventing the publication

  • The file path is incorrect (Sync App integrations)

Check our troubleshooting guide Invoices not publishing to my accounting software.

Ready + software name

You will see this status when you unpublish an invoice after it published successfully.

Example: This can be if you had published it in Sage 50 with the wrong path and need to republish it.

Did this answer your question?