Why is my order on “Needs attention”?

Last updated: 2 minute read

Boekvogel only books an order if everything is right. If something is missing, nothing is sent to your bookkeeping and the order goes into the “Needs attention” list. That way you never get an incomplete or incorrect booking in your administration.

Why this happens

In almost all cases a mapping is missing in your settings. The three most common causes:

1 A VAT situation is not mapped. For example a business customer in Belgium, while reverse charge is not mapped yet.
2 No ledger account has been chosen. Think of gift cards or rounding differences, which are set to “none” by default.
3 Moneybird was briefly unreachable. Then nothing is wrong with your settings and you can simply try again.

How to solve it

1

Open the “Needs attention” list

You find it in the Boekvogel menu. Each row shows the reason in plain language.

2

Fix the cause

Go to the setting that is mentioned and choose the rate or account that belongs to this situation.

3

Try the booking again

Click Try again. The order is booked and disappears from the list.

Tip. Once you have fixed a setting, you can retry all orders with the same reason in one go — or everything at once.
Note. If you change a VAT mapping, that only applies to orders that are not booked yet. Invoices already booked stay as they are.

Preventing it

After installing, go through the settings once in full, including the situations you rarely use: gift cards, export outside the EU and business customers in the EU. That way the list stays empty.

Does it keep going wrong?

Is there a reason you do not understand, or does the order stay put after trying again? Email the order number to hallo@boekvogel.nl and we will look at the log with you.

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