If an invoice period generated through Finance Manager has not been received by your invoicing platform, the data can be re-exported from CallConfirmLive!.
Re-export the invoice period
Before raising a case, check whether you have permission to re-export the period 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 re-export, then click Find Now.
Right-click the invoice and click Reset Export.
If the Reset Export option is not available, raise a new case online and reference the title of this article.
Allow time between exports
The invoice file export requires time to complete and can be disrupted if multiple invoices are authorised and exported in quick succession. Leave at least five minutes between each invoice authorisation to ensure the export completes successfully.
Invoice values differ between systems
If the invoice values in Finance Manager differ from those in your invoicing platform, raise a new case online and reference the title of this article. Include details of which values are different so the issue can be fully investigated.
đ Note: Finance Manager and your invoicing system work from the same data but modify invoice values differently. Finance Manager may round values up or down depending on the rates and rules set by the local authority, whereas your invoicing system may not.
Duplicate client record
An export failure can also occur when a duplicate client record exists containing details from the local authority in the purchase orders section. If the wrong client has been rolled up into Finance Manager, run the Unknown Client Wizard on the record and merge it with the record that contains the local authority details.
After the merge, check for any final invoices that have already been generated. If any exist, they need to be rolled back and recreated so the data can be re-exported to your invoicing system.
To request a rollback, follow the instructions in the Rollback request article.