Once the invoice status is showing as Ready in the processed item folder after upload, it will move to the Inbox. You can then review the invoice and publish it to your integrated accounting software.
📌TIP: If you don't have any integration with accounting software, you can download the extracted invoice data instead of publishing it.
Publish a single invoice
Go to the relevant inbox, that is, Sales or Purchases.
Click view to edit the invoice.
Select the Supplier account, Category, and Tax codes on the drop-down menus.
Click Publish.
📎NOTE: To be able to publish an invoice, you must allocate a Supplier, Category, and VAT code to it. If not, you’ll get a triangle error when trying to publish.
Publish invoices in bulk
You can select and publish multiple invoices at a time.
Click the checkbox located in the first column of your inbox on the left.
Click Actions and then Publish.
📎NOTE: If you haven't selected the required fields, the publish button will be greyed-out. You won't be able to publish your invoices from the list.
Auto Publishing
If you set up default categories and activate auto-publish in your settings, you can automate the publication of your invoices. This will apply to your invoices once their status is ready after upload.
How long does publishing take?
Publishing times for invoices typically average between 5-10 minutes.
A small logo of your accounting software's name shows on the green publish icon once it finishes processing.
📌TIP: The colour of the publish icon will indicate its status: you can check our publishing status guide for more information.
📎NOTE: If publishing is taking longer than 5-10 minutes, use our troubleshooting guide.
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