If you are working with a Draft invoice, and the usual fields (Expense, Account, Customer) are all grayed out, check the vendor name. It should be a hyperlink to the vendor details page. If it's just plain text, this means 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.
NB: if you do this this one time, we will link the first name ("ATT") to the correct one. If a future invoice is captured with this value, the invoice will automatically appear in the MineralTree front end with the correct value (e.g. "AT&T").