Posting Invoices

Audience:  Accounting Manager

Summary: This article explains how to post invoices in MineralTree so they sync to your accounting system and become eligible for payment.

Introduction

Before an invoice can be paid in MineralTree, it must be posted to your accounting system. Until posting occurs, the invoice exists only as a draft in MineralTree and is not yet part of your accounting system’s records.

Best practice: Ensure the invoice has completed all required approvals before posting.

How to Post Invoices

1. Log in as an Accounting Manager and navigate to the Invoices page.
2. Invoices labeled Draft are available to post and do not yet exist in the accounting system. The action dropdown defaults to Pay, but this does not initiate a payment. Select Post from the dropdown to begin posting.

3. After selecting Post, all draft invoices become available to post. Invoices that have already been posted display the Unpaid status.

4. Select the invoices to post. A green arrow will appear. Selecting the green arrow posts the chosen invoices to the accounting system during the next sync cycle. The checkbox next to the action dropdown can be used to select all available invoices.

5. After posting, a confirmation pop‑up displays the invoices that posted successfully and identifies any invoices that require validation corrections.
   • If the invoice posts successfully, the status updates to Unpaid.

   • If the invoice cannot be posted, it remains in Awaiting Sync and displays a sync error. Additional information about sync errors can be found in the Sync Error Articles.

     

Reviewing Invoice Validation Errors

If an invoice cannot be posted due to missing or invalid information, a sync error symbol appears next to the invoice number.

• Hovering over the sync error symbol displays a brief explanation of the issue.
• Selecting the invoice opens a red banner at the top of the page that identifies the missing or invalid fields at both the summary level and the line‑item level, if applicable.
• Once the required information is corrected, save and post the invoice as usual.

Posting from the Invoice Page

Invoices can also be posted directly from the invoice page:

• Select the Sync to Accounting System checkbox located beneath the invoice image or above the approval section.

• In the New View, open the dropdown next to Save and select Save and Post to post the invoice immediately.

Auto Posting

Auto Posting can be enabled in Company Settings. When enabled, invoices automatically post to the accounting system once they complete all required approval workflows.

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com