There are a few common reasons why your invoices won’t auto-publish:
You need the following for an invoice to publish automatically after you upload it.
The extraction must be successful and the file is available in the Inbox
The system recognises the supplier
The system can apply the default codes for that supplier
The Integration must be working
If there’s any blockage at any point in the process after upload, it won't publish automatically.
Extraction status
What is the file status in the Processed item folder? There could be a few reasons why the invoice isn’t in the inbox and not sent for publication.
Rejection
If the file format is incorrect, and the extraction failed it will go to the Rejected folder instead of the Inbox. You can either move to the inbox manually and edit it manually. Or process it again.
No credit
If the credit balance is zero, the file won't move to the Inbox either. Check the credit balance on your account and add the necessary credits to release the file. Only the owner of the company can add credits.
Codification
Once the file is ready and available, the system will publish automatically if it can assign default codes from the supplier settings.
The supplier name doesn’t match the supplier account
If the supplier name in the extracted invoice doesn’t match the name in AutoEntry, the system won't be able to assign the supplier.
For example, if the supplier name in the extracted invoice is 'AutoEntry' but the supplier account created is 'AE'.
To resolve this, you can edit the supplier name.
The VAT rate doesn’t match the remembered VAT code
The system will match the remembered codes based on the VAT rate. If you haven't set up codes for the specific rate in the invoice, it won't be able to assign the codes.
Issues with your integration
If there’s an issue with the integration to your accounting software, invoices won’t be able to publish or auto-publish.
Check the integration status and once the connection is running again, you'll need to republish the invoices.
Sage 50/QuickBooks Desktop
If you integrate with Sage 50 or QuickBooks Desktop via the Desktop Sync App, the app needs to be open when publishing.
If the sync app service isn’t running during this time, publishing/auto-publishing won’t start.
For this reason, we don’t recommend switching on the auto-publish function if you integrate with Sage 50 or QuickBooks Desktop.
Related articles
Check all the errors causing an invoice not to publish: Invoices not publishing to my accounting software.