If you're integrated with an accounting software, the Auto-Publish feature allows you to publish specific supplier invoices automatically once ready after upload.
This can be useful if you don't need to review the invoices when the codes and categories are always the same.
See below how to activate this option from your supplier settings.
📎NOTE: We don't recommend enabling Auto-Publish if your company integrates with Sage 50 or QuickBooks Desktop. Auto-Publish can cause issues with publishing invoices if your Sync App isn't open and running.
Enable Auto-Publish
From the company homepage, click Company Contacts.
📎NOTE: If you don't see the Company Contacts under the Home / Folder icon, this means you don't have the Company Settings permission. Check with the account billing owner.
Click the supplier you want to enable Auto-Publish for.
First set up a default codes you want to allocate automatically under Remembered Vat Code / Category.
Switch the toggle to On under Auto-Publish to activate it.
📎NOTE: If there’s no integration set-up, the feature will be greyed-out. If necessary, check the integration status and reconnect.
Once set up, the system will fill in the default codes and trigger the publication automatically whenever you upload an invoice for that supplier.
📎NOTE: To publish an invoice manually or automatically, the extraction must be successful after upload and the invoice available in the Inbox.
📌TIP: Invoices won't move automatically if the feature is off. However, if invoices transfer to your software unexpectedly, make sure you check any duplicate suppliers. You can then either disable or rename some suppliers.