What if an invoice has already been paid, what statuses does Jack publish?
Jack will publish to the paid status.
How often does Jack publish to the accounting software?
Jack will publish an expense when the reviewer or approver clicks the 'Confirm and Sync' button.
Do I have to click publish each time?
For the first few extraction cycles, auto-publishing will be disabled. As Jack's confidence levels go up, this function will be enabled and all Green confidence transactions will be able to be auto-published.
Does Jack send a copy of the invoice to the accounting package with each entry?
Yes, Jack sends the details of the extraction and and additions made as well as a copy of the invoice through to the accounting platform.
What if an entry doesn't publish?
Jack will show an error message explaining what has happened and what steps to take to resolve.
How do I know if making changes to a transaction in Jack will make a change in Xero?
There are instances when making a change to a transaction in Jack will allow a change in Xero, after republishing.
Changing details of a transaction in different Payment Statuses
Draft: Can publish duplicate and it edits on Xero
Awaiting Payment: Can publish duplicate and it edits on Xero
Paid: Cannot publish duplicate in Xero
2. Creating a new bill vs editing in Xero
Changing either of the following will result in a new bill being created in Xero (new transaction)
Document Type
Reference number
Changing any other details will result in the existing transaction being updated with the new edits.
When I attempt to click Confirm and Sync to publish a transaction, the button is greyed out and I appear to need to connect Jack to the Accounting Platform? I'm sure the client is connected though? Why can't I publish?
The most likely cause is that someone else within your organisation has connected Jack to the Accounting Platform using their login details. This will mean that Jack has pulled the Chart of Accounts and Tax Codes, and you can upload, extract and review transactions.
However, in order to publish transactions, each user will need to connect the client via their own logins.
The reason for this is so that an accurate and complete audit trail can be kept of each user who performs an action both on the Jack and on the Accounting Platform side.
To connect, please go to the Settings tab in the side panel and then navigate to Connections and Manage and follow the prompts.
Once you have connected via your own login details, you'll see your name appears at the bottom of the Manage page alongside anyone else in your organisation and most importantly, you will have the ability to publish in the Transaction Details page.