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 …
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…
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…
