Mandatory Fields for Bulk Publishing

Each Accounting Platform requires a set of minimum mandatory fields to be entered before accepting a transaction for successful publishing. These vary from platform to platform.

When attempting to Bulk Publish and you see the below error message, this usually means one or more of your transactions doesn't have all the required fields completed. When Jack extracts the document, sometimes a field will be missed or need your input.

The simple fix is to look through each document and add any details you need to and try publish again.

	XERO	QBO US
DRAFT PAYMENT STATUS
Document Number	x	x
Account Code	x	x
VAT Code (For VAT registered companies only)	x	x
Currency	x	x
Total is greater than 0	x	x
Supplier (new or existing)	x	x
Document Date	x	x
Quantity – needs to have something inputted	x	x
Unit Price – needs to have something inputted	x	x

AWAITING PAYMENT STATUS
All of the above	x	x
Payment Due Date	x	x

PAID STATUS
All of the above	x	x
Payment Source	x

Mandatory Fields for Bulk Publishing

In this guide you will learn which fields are mandatory for Bulk Publishing to the different Accounting Platforms Jack is integrated with.