Invoice Auto Export - NextGen

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Beanworks can now automatically export your approved invoices to your accounting system, saving you clicks and making your AP Automation even more delightful. 

Prerequisites 

• The feature is currently available for our QuickBooks Online and Netsuite clients. 

• The invoice is in Approved status.

• The invoice date is on or before the last day of the current month.

• The Asynchronous Exports feature must be enabled. Learn more about this feature here

To enable Auto Export, go to Settings -> Legal Entities -> Export Settings. You can toggle Automatically export approved invoices to active or inactive here.

How it works

Auto Export seamlessly exports fully approved invoices, reducing the need for someone to manually export them.  Once an eligible invoice is fully approved, the invoice will move to Exporting status while it syncs with the ERP. 

Once the invoice is synced successfully, it will move to Exported status. The External ID generated by the ERP is also visible in Beanworks at this time. If there is an issue while exporting, the invoice instead returns in Sync Error status. Please note that Auto Export requires invoice dates to be on or before the last day of the current month. For invoices dated outside of these parameters, they will need to be exported manually.

If you have any questions about this, please reach out to our Support team at [email protected]