MineralTree Knowledge Base

Tutorials

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

See all 13 articles

MineralTree 101

• User Roles
• Invoice-to-Pay Workflow Overview
• Using Advanced Search
• Vendor Remittances & Check Memos
• Vendor Details
• Email Notifications

See all 16 articles

Integration Guides

• QuickBooks Online Integration Guide
• Microsoft Great Plains Integration Guide
• QuickBooks Desktop Integration Guide
• NetSuite Integration Guide
• Microsoft Dynamics 365 Integration Guide
• Xero Integration Guide

See all 8 articles

Connect to MineralTree

• Authorize QuickBooks Desktop connector
• How to Generate a NetSuite Access Token
• NetSuite Account ID
• Configuring your NetSuite Company Account to Sync with MineralTree
• Configure Intacct to sync with MineralTree
• Sync MineralTree with Intacct

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Invoice Creation

• Track Invoice Capture Usage
• Invoice creation
• Attach supporting documents to an invoice
• Invoice due dates with Invoice Capture
• Recurring invoices in MineralTree
• Set vendor preference for line item or expense

See all 9 articles

Invoice Management

• Delete an open invoice
• Batch Review of Invoices
• Documents remain in the inbox
• Manage invoice notes
• Change the vendor on an invoice
• Automatic Discount Application

See all 10 articles

Invoice Approval

• Track Invoices Pending Approval
• Invoice approval
• Approve invoices without logging in
• How do Invoice Approvers log in?
• Invoice Approval configuration options

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
• Payments to international vendors

Payment Management

• Scheduling Payments
• Track Monthly Payment Volume
• Recall and resubmit a payment
• Void a payment
• Disable payment grouping per vendor
• Apply credits in Great Plains

See all 11 articles

Payment Authorization

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

SilverPay Virtual Card

• SilverPay Remittance
• SilverPay Vendor Enrollment
• Why SilverPay?
• What is SilverPay?

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 12 articles

Release Notes

• 13.8.0.0 Release Notes
• 13.7.9.0 Release Notes
• 13.7.8.0 Release Notes
• 13.7.7.0 Release Notes
• 13.7.5.0 Release Notes
• 13.7.4.1 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 93 articles