Duplicate Invoice Warning – How to Resolve It
Duplicate Invoice Warning – How to Resolve It If an invoice or credit note appears in your Alerts section with a warning that the number already exists, it means the system has identified another document with the same reference number. Solution Update the invoice or credit note number to make it unique, or dele…
Alerts - Could Not Locate Custom Routing Code Within Captured Field
Alerts - Could Not Locate Custom Routing Code Within Captured Field This alert occurs when you capture the custom routing selection on the template for a supplier, but no custom routing rule is found within that selection. To resolve this alert, you need to add a new code to your bank of custom routing rules. * …
Alerts - "VAT cannot be calculated across suppliers applicable tax codes"
Solution: Manually enter the tax breakdown How-to: * From the Alerts page, click the document icon to the right-hand side of the alert * Manually select your supplier's tax codes and enter the corresponding VAT values into the correct boxes * Click 'save' at the top of the page Tip: If the above solution…
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…
Alerts - Custom routing field was not selected on the template
This alert occurs when you have the 'Use Custom Routing Rules For Approval' setting turned on for a supplier and no custom routing field is captured on the template. To resolve this alert, you need to edit the template and capture the custom routing field. Instructions to capture the custom routing field: * Click…
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 …
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 - 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…
Resolving VAT Error When Uploading Documents
Introduction: If you encounter a VAT error while uploading your documents, it may be due to small rounding differences when calculating the VAT due. Adding a 0% VAT rate to your suppliers rules may correct the rounding issue. Step-by-Step Guide to Resolve the Issue: * Check Supplier's VAT Rules: Review the VAT …
