Audience: Accounting Manager
Summary: Reviews how to post an invoice in MineralTree.
Introduction
Before you can pay an invoice in MineralTree, it must be posted to your ERP. Until you post an invoice, it does not exist in your ERP but only as a draft in MineralTree. The best practice is to have your invoice approved by the invoice approver prior to posting.
How to post invoices
As an accounting manager user, login and navigate to the Invoices page.
Anything labeled "Draft" is available to post and does not yet exist in your ERP. Please note that in the action dropdown menu, "Pay" is initially selected by default.
To post an invoice, click the "Pay" option in the action dropdown and select "Post."
When you select "Post", all of the drafts become available to post and the invoices that are already posted are marked "Unpaid."
From here, check off the invoices you'd like to post, and a green arrow will appear. Click that green arrow, and the selected invoices will post to your ERP on the next sync cycle. You can also select the checkbox next to the action dropdown to select all.
Once you've completed this step, the invoice will advance to the "Awaiting Sync" status until the next sync cycle runs + completes. Thereafter, the bill will either post successfully and update to the "Unpaid" status OR it will return a sync error and remain in the "Awaiting Sync" status.
You can also post invoices directly from the invoice page by checking the Sync to ERP box found under the invoice image (above) or above the approval section at the bottom of the screen (below).
You can also enable Auto Posting in your company settings to automatically push invoices to your ERP upon them completing applicable approval workflows.