Audience: Accounting Manager
Summary: Reviews why some invoice fields may not be editable due to a vendor mismatch with your accounting package.
If you are working with a Draft invoice, and the usual fields (AP Account, Department, Class, Location) are grayed out, the exact vendor name isn't in your accounting package.
When you check the Invoices tab, the vendors should be hyperlinked to the vendor details page. If it's just plain text, this confirms that exact vendor name does not exist.
This can happen during invoice capture if our system reads the exact vendor name (e.g. "ATT") from the invoice document and it differs from the one in your accounting package (e.g. "AT&T").
To work around this:
- Edit the invoice.
- Click into the vendor field and delete the vendor name.
- Enter the first few letters of the name in the same field.
- The system will prompt you with the correct name.
- Once you select this, all the usual fields will become editable.
If you do this this one time, it will link the first name (e.g. "ATT") to the correct one. If a future invoice is captured with this value, the invoice will automatically appear in MineralTree with the correct value (e.g. "AT&T"). If it truly is a new vendor, you must add the vendor to your accounting package and it will sync over to MineralTree.