Invoice Stuck in Tenant Transfer? Here's What's Happening

If your company has different tenants in Nimbello, you may run into a situation where an invoice gets stuck in Tenant Transfer status and won’t process correctly. This can result in a lot of fruitless trouble-shooting, confusion, and frustration.  -Three things I try to avoid whenever possible.  -Let's go over an example and get this sorted out.

The Issue

When an invoice is transferred back and forth between Tenant A and Tenant B, it can end up in a loop where it gets flagged as a duplicate and auto-archived. Here's what happens:

1. Someone clicks "Tenant Transfer" to move an invoice from Tenant A to Tenant B.

   • The original invoice in Tenant A moves to Tenant Transfer status.
   • A new copy is created in Tenant B.

2. The invoice is then transferred back from Tenant B to Tenant A.

   • The copy in Tenant B now moves to Tenant Transfer status.
   • In Tenant A, the system auto-archives the invoice as a duplicate because a previous copy is still sitting in Tenant Transfer.

What Doesn't Work

🚫 Creating a new invoice – The system flags it as a duplicate due to the existing Tenant Transfer copy.
🚫 Trying to transfer the invoice again – The invoice never reaches the other tenant because it gets flagged and auto-archived as a "5-Point Duplicate"

The Fix

To resolve this:

1. In Whichever tenant the invoice actually belongs, go to the Change Invoice Status page.
2. Locate the invoice in Tenant Transfer status and change it to Verification.
3. Click Open Edit/Save twice to push it through the workflow.

This should allow the invoice to process correctly! 🚀

Related articles:

Save Time by Auto-Archiving Duplicate Invoices

How to Change an Invoice's Status

What is Verification Status?