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 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.