Publishing Transactions in Jack

When publishing a transaction to your connected Accounting Platform through Jack, there are 3 different methods that can be used.

• Publishing one transaction at a time
• Bulk Publishing multiple transactions at a time
• Manually marking a transaction as published 

Let's unpack each of these in more detail: 

Publishing one transaction at a time

Step 1 

Finish reviewing your transaction details to ensure everything is completed and accurate

Step 2

Click the Publish button 

Step 3

The transaction will very quickly be sent to the publishing queue, the next document on the list will be displayed

Step 4

When the transaction has finished publishing, there'll be a notification indicating the outcome. These notifications will be clickable and lead straight to the transaction

Step 5

Any unsuccessful attempts will appear in the Reviewing List and the reason will be displayed for following up 

Bulk Publishing 

See our handy guide on Bulk Publishing

Manually Marked as Published 

Sometimes it's not necessary to publish the transaction to the Accounting Platform or the transaction is already there, but hadn't appeared in Jack yet. Whatever the reason, following these steps will allow the transaction to be 'published' without having to actually publish. 

Step 1

Click the 3 dots next to the publish button and select Manually Mark as Published 

Step 2

The status will change to Published and join the Published list 

Step 3 

The transaction history will be updated accordingly. 

Next: Learn how to Edit and Republish