If the invoice period generated through finance manager has not been received via the file transfer to your invoicing platform, the data contained within the period can be re-exported from CallConfrimLive!
Before raising a ticket, please check to see if you have the permission to re-export the period through finance manager. To check if you can do this through finance manager:
Log in to CallConfirmLive!
Click System, then click Finance Manager.
Click Invoices.
Use the search tools to locate the period that requires the re-export, and click Find Now.
Right click the invoice and click Reset Export.
If the Reset Export option is not available, Please raise a new case online and reference the title of this article.
The invoice file export requires some time to complete and can be disrupted if multiple invoices are authorised and exported within quick succession of each other. To ensure the export has enough time to complete, please leave at least 5 minutes between each invoice authorisation.
If the invoice values stored within finance manager and your invoicing platform differ, please raise a new case online and reference the title of this article. Please make sure you include specifics as to what values are different so we can fully investigate.
Please note, finance manager and your invoicing system work from the same data, but modify the invoice value differently. Finance manager may round the invoice value up or down, depending on the rates and rules set by the Local Authority whereas your invoice system may not do this.
An export failure can also be caused when there is a duplicate client record that contains the details from the Local Authority which is located in the purchase orders section of the client record. If the wrong client has been rolled up into finance manager, you will need to run the Unknown Client Wizard on the record in finance manager and merge it with the record that has the details from the Local Authority.
After the merge has been completed, check for any final invoices that have already been generated. If any have been generated, they will need to be rolled back and recreated. This will allow the data to be re-exported to your invoice system.
To request a rollback, you can follow the instructions here.