In the following cases, the booking process is fully automated within Easy1:
- Invoices that are automatically matched to a purchase order and receipts, and are 100% within expectations.
- Invoices that are automatically matched to a payment plan of a contract.
- Invoices that are coded and approved by a budget holder.
The data synchronization takes place at: 09:00 - 12:00 - 15:00 UTC.
After matching and/or approval, the invoice status is changed to:
Once the invoice is exported, imported, and booked in the accounting software, the status of these invoices is automatically changed to:
The invoice will be automatically placed in the 'archived' filter and can be found there.
The API integration we use between Easy1 and the accounting software requires a booking confirmation. If the booking is unsuccessful, the invoice will return to Easy1 with the status:
Booking failed
When you click on this invoice, you will see the error message in the top left corner of the invoice screen, indicating what went wrong.
Click on 'Show more' to see the specific errors and resolve them.
Then click on 'Submit for approval', 'Submit for validation', or 'Retry booking' at the bottom right corner to proceed.
