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 connections 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 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 
• 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, email info@fundtap.co 

Fundtap also does not fund invoices under $300 - this will be visible in your portal but will be unable to be submitted.