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 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 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. 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 due
• 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.

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