+1
Invoice status of "exported"?
We are now working with Tipalti as our payment processing platform, which involves exporting and manipulating a CSV from XTRF and uploading it to Tipalti. It would be helpful to us if we could mark invoices as "exported" as a invoice status so that we can filter and not capture them in the next import. Would adding a status like this be possible at some point? The date function alone doesn't always meet our needs.
Of course a sync with the platform would be amazing too :)
Customer support service by UserEcho
There is a pre-configured category that I think XTRF intends to serve the purpose described: "Exported to accounting system". This could be applied to each invoice record when your CSV is exported, then screened out of future exports using a category filter.
Alternatively, if your payment processing platform pays resources immediately on CSV import, you could just mark the invoices as "fully paid" as they are exported and use the paid status to screen them out of future exports.
Thank you! Seems like a category is what we will go with in the near-term. Unfortunately it's more complicated than all exported invoices being paid immediately, as some vendors have accruals. However XTRF is working with us on a custom macro to apply the Paid status based on a data export from Tipalti.