Posting Company Payables to Applied Epic
Last updated: August 6, 2026
Overview
When Ascend processes a carrier payout, it can automatically post a company payable statement directly into Applied Epic on your behalf. This eliminates the need to manually enter the disbursement in Epic.
This article explains how that process works and provides step-by-step instructions for resolving every error that can occur.
How it works
When a company payable is ready to post, Ascend:
Logs into Applied Epic with a dedicated Epic user account, using the credentials stored in your Ascend integration settings.
Creates a company payable statement in Epic, associating it with the relevant PPE
Applies each transaction from the payout to the payable statement.
Finalizes the disbursement, moving the statement out of suspense and posting it to your accounting records.
If any step fails, Ascend will surface an error to help troubleshoot the issue.
Payables Error Guide
invalid_payable_entity — One or more payables contain transactions assigned to the wrong PPE. Review each affected payable for details.
What it means
Epic requires all transactions in a single statement to belong to the same PPE. Posting failed due to mismatched transaction PPEs when attempting to create the payable statement.
How to fix it
One or more payables in the batch will show an error. Click on it to open the drawer.
View the linked AMS Transactions in Ascend and review the PPEs assigned to each transaction in the payout.
Correct the PPE assignment in Applied Epic for the mismatched transaction.
Return to the reconciliation screen and retry.
Note: Do not use the Retry button until the carrier data is corrected in Epic. Retrying before fixing the root cause will produce the same error.
payable_amount_mismatch — One or more payables contain transactions partially reconciled in Applied Epic. Review each affected payable for details.
What it means
Posting failed due to a mismatch between payable transaction balances across platforms, most frequently caused due to some transactions being partially reconciled in applied epic.
How to fix it
In Epic, reconcile the remaining transactions in the statement manually.
In Ascend, mark the payout as manually posted.
not_found_transactions — One or more payables contain transactions already reconciled in Applied Epic. Review each affected payable for details.
What it means
Posting failed due to one or more transactions having already been reconciled as part of a different company payable in Epic.
How to fix it
In Epic, reconcile the remaining transactions in the statement manually.
In Ascend, mark the payout as manually posted.
locked_accounting_month — Accounting month is locked in Applied Epic
How to fix it
Option A — Reopen the accounting month:
In Applied Epic, navigate to Accounting > Accounting Periods.
Find the month shown in the error and reopen it.
Return to Ascend and retry.
Option B — Post manually:
If reopening the period isn't possible, post the company payable manually in Applied Epic.
Mark the payout as manually posted in Ascend.
statement_already_created — A payable statement already exists in suspense in Applied Epic.
What it means
Applied Epic only allows one statement per PPE in suspense at a time. A previous statement is still sitting in suspense and must be resolved first.
How to fix it
In Applied Epic, go to Company Payables and find the existing suspended (draft) statement for the same recipient.
Either finalize that statement or delete it.
Return to Ascend and retry.
account_locked — Applied Epic account is locked
What it means
An Epic administrator must unlock the Ascend account in Epic before this statement can post.
How to fix it
Have an Applied Epic administrator navigate to the user account used by the Ascend Payables Bot and unlock it.
Return to Ascend and retry.
password_expiring — Applied Epic credentials are expiring
What it means
Your organization has a mandatory password rotation policy in Epic, and the password Ascend is using is about to expire (or has expired). Epic is blocking login until the password is changed.
How to fix it
Log into Applied Epic and change the password for the account Ascend uses to integrate.
In Ascend, go to Settings > Integrations > Applied Epic and update the stored credentials with the new password.
Return to the reconciliation screen and retry.
mfa_required — Multi-factor authentication required
What it means
Epic is prompting for multi-factor authentication (MFA), which Ascend's automated login cannot complete.
How to fix it
Try retrying the posting — this sometimes resolves temporary MFA failures.
Update the MFA credentials in Settings > Integrations > Applied Epic and retry.
If it fails again, contact Ascend support. This may require adjusting the Epic account configuration to allow automated login without MFA.
login_failed — Ascend could not log in to Applied Epic
What it means
Ascend's login attempt failed for a reason not covered by the more specific errors above — for example, the Epic website failed to load during the attempt.
How to fix it
Retry the posting — this is often a temporary issue.
If it fails repeatedly, contact Ascend support.