How to Access the Reconciled Statements Report
Introduction : The Reconciled Statements report in SmartOffice provides a comprehensive overview of reconciled statements and associated invoices within a specified date range. Follow the steps below to access this report easily. Accessing the Reconciled Statements Report: * Go to the Dashboard: * Look for the…
Viewing the 'Documents In' Report
Introduction : The 'Documents In ' report provides a comprehensive overview of the documents received into your account within the past 31 days. This guide outlines the steps to view and interpret this report effectively. Step-by-Step Guide to View the 'Documents In' Report: * Access the Dashboard: Login to yo…
View Supplier Routing Rules Report
The supplier routing rules report allows you to view all the approvers and default settings for your suppliers. * Click on the 'Reports' tile on your dashboard. * Look for the 'Supplier Routing Rules' report and click on 'View .' * This will take you to the supplier routing rules report where you can see all…
Viewing the Employee Report
Introduction : The Employee Report provides a comprehensive overview of all actions performed by active users in your account. This guide outlines the steps to view and generate this report, enabling you to track user activities effectively. Step-by-Step Guide to View the Employee Report: * Access the Dashboard…
How-to View Task Status Report
How-to View Task Status Report The Task Status report allows you to see the status of all current documents and who has been assigned to approve them. * Click the ‘ Reports ’ tile on your dashboard. * Click ‘ View ’ on ‘Task Status Report’. * You can filter between documents awaiting approval (Invoice & …
