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Why isn't my forwarded document showing up?

Every document you forward becomes a run in your workflow history, and each run has a status that tells you whether it posted or needs a hand from you. Documents always appear in the app for you to review — myaccountant doesn't send you an email either way — so if something looks missing, open the workflow's history and check the run's status below.

Needs review

The document was read successfully but myaccountant wants you to confirm it before posting. This happens when the overall match confidence is below the auto-post level, when a line looks uncertain, when no account could be matched yet, or when the supplier details don't line up with the ABN on the document.

What to do: open the run, check the amounts and the category, pick an account if one isn't set, then post it.

Needs assignment

The document was read but couldn't be matched to a specific workflow — most often a property-manager statement that didn't clearly match one of your rental properties. Nothing is lost; it's waiting for you to say where it belongs.

What to do: open the run and choose the property (or workflow) it belongs to, then post it. Matching is deliberately cautious — a close call between two properties is sent here rather than guessed wrong.

Capital item flagged

For business receipts, myaccountant flags larger purchases for review before posting, because bigger items are often treated differently from everyday expenses.

What to do: open the run, confirm how the item should be classified, then post it.

Duplicate

The document matches one you've already forwarded — same supplier, invoice number and invoice date. It's kept for your records but won't be posted again, so you don't double up.

What to do: usually nothing. If it isn't really a duplicate (for example a genuine repeat charge with the same reference), review the details before deciding whether to post it.

Failed

The document couldn't be processed. Common reasons:

  • Sender not on the allowlist — if a workflow is set to accept only certain senders, anything from another address is rejected. Add the sender to that workflow's allowlist, or forward from an approved address.
  • Nothing to extract — the email had no recognisable receipt or statement (for example a plain bank statement, which this workflow doesn't support).
  • Sent to a rotated address — mail sent to an old forwarding address after you rotated it is rejected. Forward again to your current address.

What to do: fix the cause above and forward the document again.

Why wasn't it posted automatically?

Even a clean document is held for review rather than auto-posted when:

  • the overall read confidence is too low, or a single line looks uncertain;
  • the amounts don't reconcile — for a property statement, the stated net deposit doesn't match the lines that make it up;
  • no account is matched yet — set a default account on the workflow so future documents can post straight through;
  • the supplier's name doesn't match the ABN on the document, or the ABN isn't currently active.

In each case the run waits in your history so you can confirm it and post when you're happy.

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