Documents that was not sent to Visma AutoInvoice

It can happen that the transfer of documents between Mamut Business Software and Visma AutoInvoice does not succeed. The reasons are not always easy to find. Because of this, the Visma AutoInvoice-integrations has a feature where you can retry sending documents.

If you have documents that has not succeeded in the first try, a red icon will be displayed in the Focus area - AutoInvoice. You will also find a list over not succeeded documents under the menu Show - AutoInvoice - Unsent documents.

It can take time before the red icon is visible since it takes time to send documents from Mamut Business Software to Visma AutoInvoice.

You can select which columns to display in this screen in your user settings.

Overview over buttons and fields

Buttons

Description

Resend

Use this button to resend documents to Visma AutoInvoice.

Handle manually

Use this button to update the status on failed documents, for example if a document did not reach it's recipient and you sent it by e-mail or ordinary mail.

The status can be set to Handle manually and will be deleted from the list of failed document. You will no longer get a warning from Mamut Business Software.

You can add a note describing why you handled the document manually when you use this feature.

Fields

Use the uppermost fields to filter the list on this screen.

Fields	Description
Invoice date (from and to date)	The field is filled with information from the invoice/credit note from Mamut Business Software.
Status	Handle manually Failed Pending Status- and Reason-columns contains more detailed information on why the document failed.
Document type	Chose between Invoice Credit note All
Our ref.	This field is populated with information from the employee register in Mamut Business Software.

Send again

To send one or more documents again, click on the document or select the check boxes to the left of the document (left column). Click Resend.

The documents are now placed in a queue to be resent. The documents are displayed with the status Status: Pending, until they are resent or Failed, if they fail again.

Handle manually

If you have sent the document by e-mail or ordinary mail, you do not want to try to resend to Visma AutoInvoice. Select the document in the list and click Handle manually.

The documents you have handled manually are now removed from the list over not sent document and displayed with the status: Handle manually.