Invoice Creation: In Accounting System

Audience: Accounting Manager 

Summary: Reviews how invoices created in your accounting system function in MineralTree.

Invoices created in your accounting system automatically sync to MineralTree with a ready‑to‑be‑paid status. This process is different from the standard invoice‑to‑pay workflow because it skips invoice capture, approval, and posting.

Workflow steps:

1. The accounting team creates the invoice in the accounting system.
2. MineralTree syncs the invoice into its system.
   • Note: Documents attached in the accounting system do not sync. You can add documents directly in MineralTree using the Attach Additional Invoice Documents option.
3. The accounting manager submits the payment in MineralTree.
4. The payment authorizer approves the payment.
5. MineralTree sends the payment to the vendor and updates the paid status in the accounting system.

Important:

• Use this workflow if you are not using MineralTree for invoice capture.
• If your Company Settings require invoice approval before payment, approval will still be needed before the invoice can be paid.