After following Step 1 - Upload Document, the next step is to review extracted data and publish to the accounting platform.
1. Select the transaction you want to review.
2. Confirm the data (Total Amount, Quantity and Unit price) from the document uploaded is the same as the data extracted on the right.
3. Confirm the correct 'Account code' is selected for each line item.
4. Confirm the correct 'VAT%' is selected for each line item.
5. For invoices, select the correct 'Payment Due Date'.
5. Click the 'Save' Button. You can always make changes later before publishing.
6. Click the Publish button for synchronisation to the accounting platform.
Congratulations, you have published an invoice. The document status will change to 'Published.'
You can log in to your connected accounting platform to confirm all the information has correctly synchronised. (Although, with Jack, you'll need to confirm this less and less each month.)