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Duplicate Invoice Warning – How to Resolve It
Duplicate Invoice Warning – How to Resolve It If an invoice or credit note appears in your Alerts section with a warning that the number already exists, it means the system has identified another document with the same reference number. Solution Update the invoice or credit note number to make it unique, or dele…
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Alerts - "Valid date required"
* Solution : Enter a valid date * How-to : From the Alerts page, click the document icon to the right hand side of the alert. Enter a valid date and click 'save' at the top of the page as a once-off fix. For a more permanent solution, fix the date selection on the template.
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Alerts on the Main Dashboard
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 …
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Alerts - "VAT cannot be calculated across suppliers applicable tax codes"
Solution: Manually enter the tax breakdown How-to: * From the Alerts page, click the document icon to the right-hand side of the alert * Manually select your supplier's tax codes and enter the corresponding VAT values into the correct boxes * Click 'save' at the top of the page Tip: If the above solution…
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Alerts - No cost centre found to update wildcard
You have encountered an issue where the custom routing cost centre assigned to this supplier cannot be updated. This is because there is no cost centre code present in the custom routing rule applied to this document. To resolve this issue, you need to add a cost centre code to your custom routing rule. Here are the…
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Alerts - No department found to update wildcard
You have encountered an issue where the custom routing Department code assigned to this supplier cannot be updated. This is because there is no Department code present in the custom routing rule applied to this document. To resolve this issue, you need to add a Department code to your custom routing rule. Here are t…
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Alerts - "Value is required"
* Solution : Enter the missing value that has been marked as Required in the template. * How-to : From the Alerts page, click the document icon to the right hand side of the alert. Check which value is missing. This will be one of the selections marked as ‘ Required’ for that document type’s template. Not…
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I Have a VAT Alert On My Document but I Cannot See Anything Wrong
If you an alert on your document in relation to the VAT being incorrectly calculated or, the amount being incorrect be sure to check if you have more than one of the same VAT percentage selected. You can only have one of the same VAT percentages per supplier. For example, you can only have one 23% VAT code …
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Alerts - No custom routing field captured
This alert occurs when you have the 'Use Custom Routing Rules For Approval' setting turned on for a supplier and no custom routing field is captured on the template. To resolve this alert, you need to edit the template and capture the custom routing field. Instructions to capture the custom routing field: * Cli…
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Alerts - "VAT - You appear to have chosen the incorrect VAT rate for this invoice/supplier"
* Solution 1 : Check the VAT values are correct and click 'save' * How-to 1 : From the Alerts page, click the document icon to the right hand side of the alert. Check that the VAT values are correct. If they are, click 'save' at the top of the page. If they are not, correct the values and click 'save' …
