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…
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…