If an invoice doesn't transfer to your accounting software, you can republish it.
Invoice transfer failures can occur for various reasons, such as incomplete settings, system restrictions, or allocation errors. Identifying the cause can help in resolving the issue effectively.
The steps depend on how long ago you first published the invoice.
Published more than three hours ago
If more than three hours since you published the invoice:
Go to the Inbox.
Select the invoice.
Select Actions, then Republish. If documents remain unpublished after 3 hours, the publishing tick will turn teal blue, indicating a problem. In such cases, check for any restrictions on your account or allow more time for processing.
Published less than three hours ago
If less than three hours since you published the invoice:
Publish the invoices again. If a 'documents pending approval' message appears, wait for the system to process the items. This message may disappear quickly, and the documents should publish without further issues.
⚠️CAUTION: Don't select Re-sync after republishing invoices.
Re-sync cancels the request and prevents the invoices from transferring.
Use Re-sync only to refresh codes from your accounting software into AutoEntry.
Error: "Unable to allocate invoice with account [ACCOUNT_NUMBER]-Électricité Projets to Project [PROJECT_CODE]. line item: 1"
This error typically occurs due to allocation settings in Sage 50 Canada. To resolve it:
Open the company file in Sage 50 Canada in Single-User mode.
Navigate to Settings > Company > Projects (Job Sites) > Allocation.
Set "Allocate other transactions by" to "Percentage."
Click OK to save the changes.
Resync your company data in AutoEntry.
Re-publish the affected invoice(s).
After completing these steps, the invoice should publish successfully.