Portal status: What to do with different messages?

Understanding Portal Status Messages and What Actions You Need to Take When you connect online portals to GetMyInvoices, different status messages can appear depending on the current state of the connection. Each message provides important information about what is happening in the background. Understanding these messages helps you take the correct steps to ensure that your documents are downloaded successfully. Below is a detailed explanation of each status message and the corresponding actions you may need to take. 1. Connected This message means the portal is fully connected. The login is working, and invoice downloads will run automatically based on the retrieval interval you selected. No immediate action is required. If documents are missing even though the portal is marked as connected, check the following points: Make sure the start date is correct and the missing documents are within that time range. Review the advanced download filters. Some portals allow filtering by document type, sub-accounts, account IDs, or similar criteria. Confirm that the user account used for login has permission to view and download invoices in the portal. Make sure you are logging in using the same URL that is stored in the portal connection. Check whether the documents were moved, edited, archived, or deleted in the portal. This affects retrieval. Try running a manual download: Open the menu (three dots) in the portal and select "Start download now". If documents still do not appear, the issue may be related to portal-side changes or settings. In this case, click the three-dot menu ? "Request support" and provide information about which invoices are missing. Our team will investigate the cause for you. 2. Verifying credentials This status appears while GetMyInvoices is checking your login information. The system is confirming whether the provided username, password, or SSO data work correctly. The verification process may take a moment. Simply wait until the status updates automatically. 3. Download running This message means that the retrieval process has started successfully. The system has logged in to the portal and is now downloading the documents. Once the download finishes, the files are checked and processed. This can take a little time depending on the portal and the number of documents. Please wait until the process completes. 4. Paused This status means that the portal has been manually disabled or stopped. While paused, no download attempts will take place. To reactivate the portal: Update the login credentials if needed. Turn the connection back on using the �ON� switch in the portal settings (accessible through the pencil icon). This restarts the login and download process. 5. Login failed This message indicates that the most recent login attempt was rejected by the portal because the login data was incorrect. To fix this: First, test the login directly on the portal�s website. Once you confirm the correct credentials, enter the same information in the portal settings in GetMyInvoices. If you use SSO (for example Google Sign-In): Enable the option for SSO in the Advanced Download Options. Enter the correct SSO credentials. Ensure the connection switch is set to �ON�. Save the settings to restart the login attempt. 6. Action required This status appears when the portal needs you to complete a step before the download can continue. Common causes include: A recent password change A required confirmation of new terms and conditions A request to update payment details A pending two-factor authentication (2FA) step In most cases, the message indicates that the portal has triggered a 2FA request. Click the message to restart the 2FA process. If the portal supports Auto2FA, you can activate it here as well. Important Things to Know About 2FA The portal decides when 2FA is required. GetMyInvoices simply forwards the request. It cannot trigger or skip 2FA on its own. Check which 2FA method the portal is using. When you click on the status message, you will see the method the portal expects (e.g., app code, email code, SMS). Sometimes the portal may request a different method than the one you normally use. Why the message appears even if Auto2FA is enabled If Auto2FA is set up but the status still shows as �Action required�, there are two possible reasons: The portal needs an additional security step. Example: Auto2FA works with an authenticator app. But if the portal also sends a second 2FA challenge via email or SMS, the system will wait for user input. In this case, Auto2FA is still working correctly, but the portal requires extra confirmation. The portal�s 2FA method is not compatible with Auto2FA. Auto2FA only supports authenticator app codes. If the portal uses a different method, such as SMS or email verification, Auto2FA cannot complete the request automatically. Check the 2FA settings on the portal to ensure compatibility.