Audience: Accounting Manager and MineralTree Administrator
Summary: Spend less time manually posting! Invoice Auto-Posting allows your organization to post invoices immediately after they complete invoice approval, removing the need to manually post invoices as an accounting manager.
What is Invoice Auto-Posting?
If the Auto-Post feature is enabled, invoices will post automatically once invoice approval status changes to approved. Approval status is dependent on company configuration, based on tiering and approval criteria.
For more information on invoice approval rule creation, tiering, and other criteria, see the following articles:
How to enable
Auto-Post can be enabled within the Invoice Approval section of Company Settings by a MineralTree Administrator. All companies will be defaulted to Manual Posting.
Exceptions where Invoice Auto-Posting will NOT occur
Approved invoices with any validation error
If an invoice is missing any required field but has gone through the approval process, that invoice will not post. Users will need to fix the issues then manually post said invoice.
However, if any errors are fixed and a user resends an invoice through the approval process, auto post will apply once approval requirements are met.
FAQS
Interaction with invoice approval configurations
Will an invoice auto-post if a company has something which bypasses or ignores invoice approval rules? (e.g. bypass routing on PO match; vendor has no applicable IA routing rule; company requires AM review before IA routing; etc.)
No. Invoice Auto-Posting ONLY triggers if an invoice is sent through IA routing and is fully approved.
Configuration
Can Auto Posting be configured on a per vendor basis?
No, this is a bulk configuration impacting all of a company’s vendors.
Interaction with Manual Posting
Will the posting checkbox still be present in the Invoice Details + List UI?
Yes, the posting checkbox will remain on the invoice details + list pages. Users have the option to check this box and post an invoice instantly if needed.