Auto-publishing eliminates manual intervention for routine documents from trusted suppliers, speeding up your processing workflow whilst maintaining accuracy.
Setting up auto-publishing
Auto-publishing is configured through customer and supplier rules. Go to Settings > Contacts and select the relevant contact, click on Supplier Rules or Customer Rules depending on your relationship, then tick the Auto-publish box to enable automatic publishing for documents from this contact.
When auto-publishing works
Documents will auto-publish only when:
All required details are complete and extracted successfully.
Supplier/customer information is accurate.
Amounts, categories, and tax details are present.
No potential duplicates are detected.
Good to know: Apron also checks for potential duplicates before auto-publishing to prevent accounting errors.
Recommended contacts for auto-publishing
Auto-publishing works best for contacts with regular, standardised invoices that don't require manual review, including:
Utility suppliers with consistent billing formats.
Software subscriptions with predictable charges.
Regular service providers with standard terms.
Trusted vendors with consistent billing practices.
Important considerations
Supplier statements: Apron doesn't automatically filter supplier statements, so avoid auto-publishing for suppliers who send statements alongside invoices in order to prevent duplicate entries.
Review capabilities: You can still review auto-published documents in your accounting software and make adjustments if needed.
Error handling: If auto-publishing fails due to incomplete information, the document will remain in your inbox for manual review.