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FAQ - What could be the reasons why an invoice is not automatically posted?
FAQ - What could be the reasons why an invoice is not automatically posted?

The reasons why an invoice is not automatically posted.

Patrick Blijs avatar
Written by Patrick Blijs
Updated over a week ago

Based on user feedback, we have written down some reasons why an invoice is not posted automatically.

1. Setting up automation user

This user needs the Accountant role and the automation user needs to have access to the administration. In addition, the automation user must be connected to the accounting system. To check this, go to Settings > Users > Find the automation user > Actions (edit) > Accounting system users > Connect. After confirming the connection, you will be redirected back to Basecone.

  • To check whether the automation user is correctly linked, you can log in to the automation user's account. From that account you can manually make a booking per administration to which the automation user is linked. When these are successful, the rights and access with the accounting package through the connection are sufficient.

2. Document type and amount as condition

Check whether the document type and the total amount of the invoice match the saved condition in the automation rule.

3. Deferred costs

If deferred costs at the supplier is set to Yes in the posting rule, the invoice cannot be booked automatically. If spread revenue for the customer is set to Yes in the posting rule, the invoice cannot be booked automatically.

4. Is the general ledger account and VAT code still active in the accounting system?

If the ledger account and/or VAT code used in the automation rules is no longer active in the accounting system, the entry will not be entered automatically and will remain in the validation overview.

5. The automation user does not yet have access to the administration.

If an invoice is not booked automatically, it is good to check access to the relevant administration with the automation user.

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