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Showing articles from Invoice tag

Alert on Zero Value Documents in SmartOffice

The Alert on Zero Value Documents feature in SmartOffice ensures that documents with a value of zero are flagged and pushed to the alerts page with a warning. This is particularly useful if your integration does not accept zero-value documents. How to Enable the Alert on Zero Value Documents 1. Click the cog   on…

How to Customize the Information Captured on a Template (Advanced Template Settings)

You can customize which information you would like to capture on your document templates through the Advanced Template Settings . Accessing Advanced Template Settings * Click the cog icon  in the upper right corner of the screen. * Select Company Settings from the list. * Click on Advanced Template Setting…

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