How to check if exported invoices are ready to be synced? - 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.

For Desktop integrations, invoice data is generated after exporting. This data is synced to the ERP when you run a sync. The data is not created immediately, you may need to wait a few minutes between exporting a batch of invoices and running a sync.

How do exporting and syncing work?

When you export invoices from Quadient AP to your ERP, our Web Client will send that data to our servers via SFTP where they will be held until a sync is triggered. This process may take a few minutes so you will want to check that the files have been successfully Sent to FTP first before triggering a sync. Otherwise, they may not get synced to your ERP.

How do I check if the invoices I exported are ready to be synced?

Once you have exported an invoice or a batch of invoices you can see the status of the file(s) in the View Exports menu of the Ready to Export tab. When the batch is ready, the message 'Ready to sync' will show beside the batch information.