Each Accounting Platform requires a set of minimum mandatory fields to be entered before accepting a transaction for successful publishing. These vary from platform to platform.
When attempting to Bulk Publish and you see the below error message, this usually means one or more of your transactions doesn't have all the required fields completed. When Jack extracts the document, sometimes a field will be missed or need your input.
The simple fix is to look through each document and add any details you need to and try publish again.
| XERO | QBO US |
DRAFT PAYMENT STATUS |
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Document Number | x | x |
Account Code | x | x |
VAT Code (For VAT registered companies only) | x | x |
Currency | x | x |
Total is greater than 0 | x | x |
Supplier (new or existing) | x | x |
Document Date | x | x |
Quantity – needs to have something inputted | x | x |
Unit Price – needs to have something inputted | x | x |
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|
|
AWAITING PAYMENT STATUS |
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All of the above | x | x |
Payment Due Date | x | x |
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PAID STATUS |
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All of the above | x | x |
Payment Source | x | x |