Invoices can be exported to Sage Intacct in either Draft or Submit Status. System Administrators can set the default export status for invoices in the Settings section.
Set a default Invoice Post Status
Navigate to Settings, and select List Management on the left. Select the Legal Entity from the dropdown menu, and select Invoice Post Status from the list dropdown. Set the default to either Draft or Submit. The default will be applied to all invoices entered going forward.
It is still possible for invoice coders to change the Post Status while coding an invoice if necessary.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article