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Changing parameters in search and reporting fields
If you're searching for a document and it is not appearing in your search results, the most common reason is the date range filter. By default, the system only searches for documents dated within a 3-month date range , ending on the current date . This means any invoices that fall outside the last 3 months will …
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Approvals on the Main Dashboard
The Approvals section on the SmartOffice main dashboard helps you manage documents that require your review and approval. How It Works Once a template has been applied to a document, the system automatically moves the document into the Approval folder. This folder contains documents specifically assigned to you…
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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…
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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…
