Can anybody help us.. We keep getting this error message when we are trying to invoice … the work was completed yesterday and it wont let us invoice. This has happened many times. The month hasn’t been closed and the work ticket was completed but when I go to approve it then it gives me this and doesn’t allow us to invoice.
+15Try moving the invoicing assistant date backwards until you reach the end date of the work order or contract. As if those opportunities in the image are the status of the job invoicing, they are already complete so they should show in IA.
+1Hi Ashley, one detail caught my attention: the visible ticket row shows Complete, while the error says the approval action requires Pending Approval.
I’d start by opening work ticket #665, which the error identifies, and confirming its current status. If it’s already Complete, the next step would be checking its eligibility in Invoicing Assistant rather than attempting approval again.
If #665 is still Pending Approval, have your administrator verify your approval permissions and the date being used for the approval against your closed accounting periods. The screenshot shows September dates, so it’s worth checking those even if the current month is open.
What invoice type is attached to the opportunity, and does #665 itself show Complete or Pending Approval? Those details should help narrow down the cause.
Bee Team LLC helps landscape businesses with Aspire workflows and accounting issues. We’d be happy to help you work through this recurring issue.
Vish Cornelius
714-277-0145
vish.cornelius@gobeeteam.com
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