Alerts - "Documents Supplier has no Nominal Ledger accounts defined"
* Solution : Select nominal accounts for this supplier * How-to : From the Alerts page, click the document icon to the right hand side of the alert. Click to add a nominal ledger code. If you use/need them, you can also add your default cost centre and/or department at this time. Search for the default …
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 custom routing field captured
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: * Cli…
Alerts - "No supplier was selected for this document when creating the template"
* Solution : Select the supplier this document is for * How-to : From the Alerts page, click the document icon to the right hand side of the alert. Click to search for your supplier. Click the tick next to your supplier when you have found it. Note : If you haven't set up the rules for this supplier yet,…
Alerts - "Document exceeds pages limit for this supplier, please review"
* Solution : Split or save the document * How-to : From the Alerts page, click the document icon to the right hand side of the alert. If the document exceeds the pages limit set on your supplier, click through the pages of the document. If it contains multiple documents, click to split the document at th…
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 - Possible new branch for this supplier
Alerts - Possible new branch for this supplier 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. * To custom route by ro…
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. * …
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 …
Alerts - No department found to update wildcard
You have encountered an issue where the custom routing Department code assigned to this supplier cannot be updated. This is because there is no Department code present in the custom routing rule applied to this document. To resolve this issue, you need to add a Department code to your custom routing rule. Here are t…
