The Alerts section of the SmartOffice dashboard helps identify documents that have encountered issues during processing.

What Is the Alerts Folder?

The Alerts folder contains documents where a template has been applied, but the system has detected a problem. These issues could range from missing information to incorrect values.

When an alert is triggered, a notification will appear in the upper-right corner when you click on the document. The notification will provide details about the issue and suggest steps for resolving it.

A Red Alert is one that must be resolved before proceeding, a Yellow one is generally an advisory warning.

Alerts will be separated into different Tabs. Normally Document issues are alerts for Duplicates and Date outside appropriate range.

Value issues are typically issues that can be resolved with a template edit

Resolving Alerts

If you’d like more information about specific alerts and warnings, and how to resolve them, please refer to the following helpdesk articles:

• VAT: You appear to have chosen the incorrect VAT rate for this invoice/supplier
• Possible new branch for this supplier
• Could not locate custom routing code within captured field
• Invoice/credit note with this number already exists
• Date outside appropriate range
• VAT: Cannot be calculated across suppliers’ applicable tax codes
• Value is required
• Valid date required
• Total must equal VAT + Total Goods
• No supplier was selected for this document when creating the template
• Nominal ledger values must equal total – VAT
• No custom routing field captured
• Documents supplier has no nominal ledger accounts defined
• Document exceeds page limit for this supplier – please review
• Document exceeds page limit – please review
• Custom routing field was not selected on the template
• No department found to update wildcard

Additional Resources

If you can’t find the exact alert you’re looking for, we recommend using the search function in the Helpdesk section. Simply type "alerts" in the search bar to locate related articles.