Prerequisites
Ensure you have admin access to modify company settings and manage document integrations.
Step-by-Step Instructions
Step 1: Access the Admin console
Log in to the system and open the admin console.
Step 2: Go to Configurations
Navigate to the "Configurations".
Step 3: Open Company Settings
Select "Company settings" from the available options.
Step 4: Update Invoice Attachment Types
Go to the "Invoices" section and set
.xlsand.xlsxas accepted attachment types for invoices and Save it.
Step 5: Return to Document with Sync Error
Locate the document showing a sync error and open it.
Step 6: Click Update
At the bottom, click on "Update" to refresh the document's details.
Step 7: Send for Integration
In the "Actions" menu, choose "Send for integration" to complete the process.