MineralTree Knowledge Base

Tutorials

• Tutorial Center
• Platform Overview
• Purchase Orders
• Invoice Capture
• Document Management
• Invoice Approval: Administrator Rules

See all 13 articles

MineralTree 101

• The Document Inbox
• Sync Types
• User Roles
• Invoice-to-Pay Workflow Overview
• The Vendor Profile
• Using Advanced Search

See all 18 articles

Integration Guides

• NetSuite Integration Guide
• QuickBooks Desktop Integration Guide
• QuickBooks Online Integration Guide
• Microsoft Great Plains Integration Guide
• Intacct Integration Guide
• Xero Integration Guide

Initial Sync Preparation

• NetSuite: Sync Preparation
• Sage Intacct: Sync Preparation
• QuickBooks Desktop: Sync Preparation
• Microsoft Dynamics GP: Sync Preparation
• NetSuite: Configure the ERP for Sync
• NetSuite: Locate the Account ID

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Invoice Creation

• Invoice Creation: From Invoice Capture
• Invoice Creation: Manual Entry in MineralTree
• Invoice Creation: In Accounting System
• Supplemental Invoice Documents
• Recurring Invoices in MineralTree
• Recurring Invoices (No Accounting Package)

See all 11 articles

Invoice Management

• Expense Allocations
• Review Multiple Invoices
• On Hold Invoices
• Delete an Open Invoice
• Post an Invoice
• Modify Invoice Vendor

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Invoice Approval

• Company-Wide Invoice Approval Options
• Create Invoice Approval Rules
• Create An Invoice Approver
• How Invoice Approvers Log In
• Approve Invoices Without Logging In
• Track Invoices Pending Approval

Purchase Orders

• Purchase Order Match Settings
• Purchase Order Matching
• Automated Purchase Order Matching
• Convert Items and Expenses

Payments Overview

• Submit a payment
• Payment delivery times
• Payment Status Definitions
• International Check Payments

Payment Management

• NetSuite Credit Application
• Multi-Currency International Payments
• Memos
• Scheduling Payments
• Track Monthly Payment Volume
• Recall and resubmit a payment

See all 14 articles

Payment Authorization

• How to Authorize a Payment
• Payment approval overview
• Payment approval settings

SilverPay Virtual Card

• Introduction to SilverPay
• SilverPay Setup
• Using SilverPay
• SilverPay Remittance
• SilverPay FAQs

ACH

• ACH.com payments overview
• ACH payments through your bank

Checks

• Check delivery
• View check images
• Adjust the starting check number
• Resolving duplicate check numbers in QuickBooks Online
• Resolve duplicate check numbers in NetSuite

American Express Virtual Card

• How Do Amex Payments Work?
• Make A Payment With Amex
• Add an American Express Credit Card to MineralTree
• Enable a Vendor for Amex in MineralTree
• American Express FAQs
• Amex Remittances

How to

• Read-Only Access
• MineralTree Administrator privileges
• Add a MineralTree user
• Remove a MineralTree user
• Configure which vendors display in MineralTree
• Switch accounting packages

Security

• Password policies
• Two-factor authentication

Resolve Common Issues

• Restart the QuickBooks Desktop Connector
• How To View Vendor Information
• Updating your Connector for QuickBooks Desktop
• Reset password
• Optimizing Mineraltree to sync with your ERP
• MineralTree shows "Connected" but not synching

See all 15 articles

Release Notes

• 15.6.0 Release Notes TotalAP
• 15.5.0 Release Notes TotalAP
• 15.4.0 Release Notes TotalAP
• 15.3.0 Release Notes
• 15.1.0 Release Notes
• 14.8.0 Release Notes

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Announcements

• 1/31/19: 13.5.0 Deployment
• 1/8/19: 13.4.0 Deployment
• 12/13/18: 13.3.5 Deployment
• 12/7/18: 13.3.4.2 Release
• 12/5/18: 13.3.4.1 Deployment
• 11/29/18: 13.3.4 Deployment

See all 92 articles