Invoice Action Items (including bulk exporting)

The Action Items screen gives you a single place to manage the flow of invoices from M-Power into your accounting system (Xero or MYOB AccountRight). From here you can see which invoices still need to be exported, which need attention before they can be exported, and which are exported and awaiting payment — and you can export them one at a time or all at once.

Opening Action Items

Go to the Invoices list and click the Action Items button in the toolbar.

The button only appears when your accounting system integration (Xero or MYOB AccountRight) is configured and Action Items are enabled for your site. If you can't see it and would like it turned on, contact M-Power support.

Understanding the list

Statuses explained

Status column

• PENDING EXPORT — the invoice exists in M-Power but has not yet been sent to your accounting system.
• PENDING PAYMENT — the invoice has been exported and is awaiting payment.
• PAID — the invoice has been exported and payment has been recorded in your accounting system.

Export column

• OK — the invoice passes all checks and is ready to export.
• CHECK LINE VALUES — one or more invoice lines have a problem (for example a missing value). Open the invoice, review the lines, and correct them before exporting.
• LINK COMPANY — the customer hasn't been matched to a contact (Xero) or card (MYOB) in your accounting system yet. Open the company record and link it, then return to Action Items.

Quick filters

The buttons across the top of the list filter it to the invoices you care about:

• All — every invoice in the list, with filters cleared.
• Require Checking — invoices that need something fixed before they can be exported (see the Export column for what).
• Pending Export — invoices not yet sent to your accounting system.
• Deposits / Credits — just deposit invoices or credit notes.
• Ready to Export — invoices that are pending export and pass all checks. These are the ones the bulk export will send.
• Pending Payment — exported invoices awaiting payment.

You can also use the search box to find a specific invoice, company or order.

Exporting a single invoice

Invoices that are PENDING EXPORT and pass all checks show an export button (file-export icon) at the right-hand end of the row. Click it to send that one invoice to your accounting system. A confirmation dialog shows the result, and the list refreshes when you close it.

If your accounting system connection has expired, you'll be prompted to sign in again before the export can proceed.

Bulk export — Export All Pending

When you select the Pending Export or Ready to Export filter, a green Export All Pending button appears. This exports every invoice that is ready — that is, PENDING EXPORT with no outstanding checks — in one run. It covers all pages of the list, not just the invoices currently on screen.

When you click it:

1. M-Power confirms how many invoices will be exported. Click Export All to begin.
2. A progress dialog lists every invoice with its status: Queued, Exporting, Exported, Failed or Skipped. Running counts of processed, exported and failed invoices are shown at the top.
3. Invoices are exported one at a time. You can click Abort at any point — invoices already exported stay exported, and the remaining ones are marked Skipped.

Good to know:

• Failures don't stop the run. If one invoice fails (for example a validation problem), its reason is shown under the row and the export moves on to the next invoice.
• Temporary problems are retried automatically. Network hiccups and timeouts are retried up to three times per invoice before being marked failed. Genuine errors are not retried.
• No duplicates. The export checks whether the invoice already exists in your accounting system before creating it, so re-running a bulk export after a failure is safe.
• Sign-in required. If your accounting system needs to be re-authenticated, the run stops and asks you to export a single invoice manually first (which takes you through sign-in), then run the bulk export again.
• When the run finishes, a summary shows how many invoices were exported and how many failed. Anything that failed stays in the Pending Export list so you can fix the cause and try again.

Checking totals and payments

Invoices that are PENDING PAYMENT or PAID show a sync button (circular-arrows icon) on the row. Click it to fetch the invoice's current total and payments from your accounting system and update the list.

If the invoice can no longer be found in your accounting system — for example it was deleted or voided there — M-Power clears its export details and the invoice returns to PENDING EXPORT so it can be exported again if required.

Keeping M-Power in sync with your accounting system

Xero

The Sync Xero button refreshes the reference data M-Power holds from Xero. You can choose a Full sync, or just Items, Tax Rates, All Contacts, New Contacts or Tracking Categories. A full sync can take a minute or two depending on the size of your Xero organisation; a progress bar shows how it's going.

MYOB AccountRight

MYOB sites have three sync buttons:

• Sync Payments — updates invoice totals and payments from MYOB for exported invoices.
• Sync Credit Limits/Holds — refreshes each customer's credit limit, available credit and on-hold flag from MYOB.
• Sync MYOB — refreshes the reference data M-Power holds from your MYOB company file.

Troubleshooting

If an export keeps failing and the reason shown isn't clear, contact M-Power support with the invoice number and the failure message from the bulk export dialog.