When the 'Lock document when submitted' setting is enabled:
Once documents are submitted for approval, they cannot be edited.
To ensure documents are ready for approval and then for export to your accounting software, they will undergo a check when you submit them for approval.
You will get the following error message if the document is missing key coding or has inaccuracies which will cause it to fail export to your accounting software later on.
Please review the following key attributes that need to be correct for the document to pass the check and be submitted for approval.
If you continue to experience issues, feel free to ask for our assistance at support@datamolino.com.
Xero integration
Xero contact selected
Ledger account selected
Tax code selected
If present: Tracking category selected
If exporting through tax summary or line items with Validate totals enabled, the checksum needs to align completely.
Quickbooks integration
Quickbooks contact selected
Ledger account selected
Tax code selected
If exporting as an Expense: Bank account and Payment method selected
If exporting through tax summary or line items with Validate totals enabled, the checksum needs to align completely.
FreeAgent integration
FreeAgent contact selected
Ledger account selected
If applicable: Tax code selected
Issue and due dates: Must be within the range of your FreeAgent company
If exporting through tax summary or line items with Validate totals enabled, the checksum needs to align completely.
No integration
Needs to have a supplier / customer name
Needs to have an issue date
You can browse other helpful guides here: 👉 Explore all Approval articles