How to Set a Default Billing Address in SmartOffice
You can set a default billing address for purchase orders by doing the following steps. Steps to Set a Default Billing Address * Click on the Cog Icon * Scroll down to Purchase Order Creation * Click on Purchase Order Data Fields. * Click on 'Select the Billing Address' and choose the relevant address. New addr…
Alert on Zero Value Documents in SmartOffice
The Alert on Zero Value Documents feature in SmartOffice ensures that documents with a value of zero are flagged and pushed to the alerts page with a warning. This is particularly useful if your integration does not accept zero-value documents. How to Enable the Alert on Zero Value Documents 1. Click the cog on…
Template overview in Smartoffice
Overview The Template Tab in SmartOffice provides a full overview of all your templates for each supplier. Here, you can see what types of templates were created for your suppliers. Templates are divided into categories, depending on the document type. Different templates are colour coded as well, and usually pres…
Enable two factor authentication
Here's how to enable 2FA: * Download an authenticator app on your smartphone. * Click the cog icon on the top right of the page and select ' Enable 2FA ' from the list. * Open your authenticator app on your smartphone. * Scan the QR code that appears on your screen or manually enter the code into your authentica…
