Why isn't my invoice showing in the portal?

If an invoice from your accounting software isn't appearing in the Fundtap portal, it's usually a sync issue. Fundtap supports accounting software integrations with Xero, MYOB, QuickBooks, and Reckon.

Try these steps in order:

Step 1: Refresh the sync

1. Select your Account Name in the top left of the portal
2. Select My Account
3.  Select Accounting Software
4. Click Connection Status → Refresh

Step 2: Reconnect your accounting software

1. In the same area, disconnect your accounting software
2. Reconnect it and allow the sync to complete

Common reasons an invoice won't sync

• The invoice is still in Draft status: it must be set to Approved
• The invoice is future-dated — Fundtap does not fund invoices dated in the future
• The invoice is overdue — Fundtap does not fund invoices that are past due
• The invoice has been voided or deleted in your accounting software

If the invoice still doesn't appear after following these steps, please email info@fundtap.co for further assistance.

Note: Fundtap does not fund invoices under $300. Invoices below this amount will appear in your portal but cannot be submitted for funding.