Upload Wizard - Only upload documents dated before
When using the Upload Wizard, you have the option to filter documents based on their date. This filter allows you to specify a cutoff date, and the system will only upload documents that are dated prior to the specified date. It's important to note that this filter operates as an exclusive date filter, meaning the…
How to upload documents to a specific accounting period in your accounts package
The Upload Wizard allows you to set the start of the accounting period you are uploading to. Documents dated before this date will be updated so they are included in the required accounting period in your account package. You can find this setting in Upload > Upload Wizard > Update document dates if dated prior to s…
Manual Upload
What Can I Do If I Have Manually Posted a Document to My Accounts Package? If you have manually posted a document to your accounts package and you don’t want to delete it from your account, you can use our ‘Manual Upload’ option This will manually mark your document with the status ‘Uploaded’ This means that…
Why Zero Valued Documents Cannot Be Uploaded to Your Accounts Package
When dealing with documents that have a zero value, it's important to understand why they cannot be uploaded to your accounts package. The system does not assign a nominal ledger code to zero-valued documents since there is no value associated with them. Due to the absence of a nominal code, these documents will app…
Some documents have not been uploaded after running the upload wizard
If you have uploaded documents using the upload wizard and have noticed that some documents are still in the upload folder and were not included in the output file, there are a few things you can check. Check the Upload Wizard Date field You should check the "Only upload documents dated before" filter. You can fin…
