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 …
How to Apply a Warning for Documents Exceeding a Page Limit in SmartOffice
How to Apply a Warning for Documents Exceeding a Page Limit in SmartOffice Overview In SmartOffice, you can configure a warning to trigger when a document exceeds a specified number of pages. You can apply a global page limit or override it on a per-supplier basis. Steps to Configure a Page Limit Warning * Click…
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 …
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…
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' …
Alerts - "Document exceeds page limit, please review"
* Solution : Split or save the document * How-to : From the Alerts page, click the document icon to the right hand side of the alert. If the document exceeds the page limit set for your account, click through the pages of the document. If it contains multiple documents, click to split the document at t…
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…
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.
Alerts - "Total must equal VAT + Total Goods"
* Solution : Correct either Total Goods/VAT/Total value * How-to : From the Alerts page, click the document icon to the right hand side of the alert. Double check the values for Total Goods, VAT, and Total on the document If they do not match, manually change the incorrect values and click 'save' at the …
Alerts - No nominal ledger found to update wildcard
You have encountered an issue where the custom routing Nominal Ledger code assigned to this supplier cannot be updated. This is because there is no Nominal Ledger code present in the custom routing rule applied to this document. To resolve this issue, you need to add a Nominal Ledger code to your custom routing rule…
