How AutoCollect receives information about entries made in Business NXT

This article explains how AutoCollect is notified about entries you make in the accounting system, including payments, credits, unmatching, matching, voucher types, and collection voucher types.

If you have received payment from your customer on a claim that is with Amili for collection, or credited the invoice, it is important that AutoCollect is informed about this through the system.

Entries Against Invoice

For AutoCollect to be notified about entries you make – for example payments or credits – the following must be fulfilled:

1. The entry must use a voucher type that is defined for this purpose.
   Go to AutoCollect settings → Business NXT parameter → Check that the voucher type you use is listed. Double-click on collection voucher type to verify that the selected options correspond to the use of the voucher type.
2. The entry must be matched against the invoice

AutoCollect only registers actions made against the specific invoice. Therefore, it is important that the payment or credit note is matched against the invoice – not just left open in the customer ledger.

💡 Tip: We recommend displaying the Batch Status column in voucher registration. Here you will see a value if a payment batch has not been reported to AutoCollect due to, for example, a system time-out. It is also possible to set a monitoring point for this.

Cancel Matching Against Invoice

If you have matched entries against each other in the accounting system and need to cancel this, please note: If the relevant invoice has been sent to AutoCollect, there will be a block on this action regardless of whether the claim is still open or not.

It is not possible to cancel matching on entries that are currently being processed by AutoCollect.

If you need to cancel matching on an invoice that is, or has been, with AutoCollect, you must contact us at hjelp@amili.no for assistance.

See also: What Happens When You Receive Settlement from Amili into Business NXT · How to Write Off an Invoice That Is with AutoCollect in Business NXT