Why isn't my invoice showing in the portal?

Why isn't my invoice appearing in the Fundtap portal?

If an invoice from your accounting software isn't appearing in the Fundtap portal, it's most likely a sync issue. Fundtap integrates with Xero, MYOB, QuickBooks, and Reckon. If you use a different accounting platform, contact the Fundtap support team at info@fundtap.co to confirm compatibility.

Try the steps below 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. From the Accounting Software page, select the option to disconnect your accounting software
2. Reconnect your accounting software and allow the sync to complete. This may take a few minutes.

Common reasons an invoice won't sync

• The invoice is still in Draft status — it must be set to Approved in your accounting software before it will sync.
• 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 their due date.
• The invoice has been voided or deleted in your accounting software.

If the invoice still doesn't appear after following these steps, contact the Fundtap support team at info@fundtap.co for further assistance.

Are there minimum invoice amounts for Fundtap funding?

Fundtap has a minimum invoice amount for funding eligibility. Invoices below this threshold will appear in your portal but cannot be submitted for funding. To confirm the current minimum amount, check the Funding section of your portal or contact the Fundtap support team at info@fundtap.co.