Documents with Status 'Underway'

Written By Tess Hoogeboom

Last updated About 1 month ago

Warning

There are still X invoices with the status Underway

It may happen that sent documents are marked as Underway. TriFact365 was unable to transfer the documents to the accounting software. In that case, you will see the warning above as a notification in the Home screen or in Current Administration.

When you click on the notification, you will be redirected to the page below.

Tabel met documeten met status onderweg. Zichtbare kolommen: Tijdstip, administratie, type (inkoop/verkoop), bestandsnaa, boekingsnummer, foutmelding.

Here you can find the documents with the status Underway. If an error message is known, it will also be displayed here. You can take the following actions:

  • Resend: This allows you to try resending the document to the accounting software. If this is not possible, the error message will reappear.

  • Return to Check: This sets the document back to the Check status. You can review the proposed journal entry again and resend it to the accounting software.

  • Finalise: This moves the document to the Archive WITHOUT sending it to the accounting software. You will then need to process the document manually in the accounting system.