Audience: Accounting Manager and MineralTree Administrator
Summary: Spend less time manually posting. Invoice Auto-Posting allows your organization to post invoices automatically once they receive approval, greatly reducing the need for Accounting Managers to post invoices manually.
What is Invoice Auto-Posting?
When the Auto-Post feature is enabled, invoices automatically post once their approval status changes to Approved. Approval status depends on your company’s configuration, including tiering and approval criteria.
For more information on invoice approval rule creation, tiering, and other criteria, see the following articles:
How to enable
Auto-Posting can be enabled within the Invoice Approval section of Company Settings by a MineralTree Administrator. By default, all companies are set to Manual Posting.
Exceptions where Invoice Auto-Posting will NOT occur
Auto-Posting will not occur for approved invoices with validation errors.
If an invoice is missing required fields but has gone through the approval process, it will not post automatically. Users must correct the issue before manually posting the invoice. Once errors are fixed and the invoice is resubmitted through the approval process, Auto-Posting will apply after approval.
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 routing rule, or company requires AM review before approval routing).
No. Invoice Auto-Posting ONLY triggers if an invoice is sent through Invoice Approval routing and is fully approved.
Configuration
Can Auto-Posting be configured on a per vendor basis?
No. Auto-Posting is a company-level configuration that applies to all 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 can still check the box to post an invoice instantly if needed.