My Documents Have A 100% Green Bar in New Documents but They Will Not Move On
If you have any groups of documents in new documents that have a 100% green bar but they are not moving on, follow the below steps. * Open up any of the groups of documents at 100% green and select the black page link on any of the documents in that group to open it. * This will bring you into the template t…
New Documents List Page and What Each Column Means
All documents in the New Documents folder are not matched to a template yet and a template must be completed on them, or if it is a scanned or handwritten document they must be completed with a manual template - Click to expand all folders of all documents from all suppliers - Click to collapse all folders …
I am Getting an Error For ‘Identify Selection(s) Not Defined’ When Finishing My Template.
Introduction : If you receive the error Identify Selection(s) Not Defined while creating a template it is liekly due to a browser caching issue. When you draw the identify selections on a document when creating a template, these images get temporarily stored on your browser’s cache. This is not a system-related pr…
Templating best Practices
Introduction: Templating is a crucial aspect of the accounting process that ensures accurate and efficient document processing. However, it can sometimes pose challenges when capturing and configuring templates for various suppliers. To streamline the templating process and improve accuracy, it is essential to follo…
Set Up Your Document for Template Creation
Here's how to set up your document for template creation: * Review the template selections to ensure that the data has been picked up from the right areas. * Confirm your document type by selecting the correct one from the grid. Note: the system may be able to pick this up automatically, so double check that it'…
How to Split a multi page Document
* Click the "Split Document" icon located at the top of the page. * Select each of the pages in your document by clicking on their corresponding thumbnails. * To make things a bit easier, start from the last page and work your way towards the first page. * To create a single page invoice, click the scissors ico…
