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…
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…
I Have a VAT Alert On My Document but I Cannot See Anything Wrong
If you an alert on your document in relation to the VAT being incorrectly calculated or, the amount being incorrect be sure to check if you have more than one of the same VAT percentage selected. You can only have one of the same VAT percentages per supplier. For example, you can only have one 23% VAT code …
Alerts - "VAT - You appear to have chosen the incorrect VAT rate for this invoice/supplier"
* Solution 1 : Check the VAT values are correct and click 'save' * How-to 1 : From the Alerts page, click the document icon to the right hand side of the alert. Check that the VAT values are correct. If they are, click 'save' at the top of the page. If they are not, correct the values and click 'save' …
How-to Delete a Document from Branch Issues V2 – Alerts
* In the Branch Issues V2 tab in alerts, click the black page icon to the right of the document to open it * Next, click on ‘Switch to full Document Edit’ * Click the delete icon on the top right of the page * Finally, confirm you want to delete this document by clicking ‘DELETE’ in the pop-up
How to Apply a Warning for Documents Exceeding a Page Limit in SmartOffice
How to Apply a Warning for Documents Exceeding a Page Limit in SmartOffice Overview In SmartOffice, you can configure a warning to trigger when a document exceeds a specified number of pages. You can apply a global page limit or override it on a per-supplier basis. Steps to Configure a Page Limit Warning * Click…
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 - "Total must equal VAT + Total Goods"
* Solution : Correct either Total Goods/VAT/Total value * How-to : From the Alerts page, click the document icon to the right hand side of the alert. Double check the values for Total Goods, VAT, and Total on the document If they do not match, manually change the incorrect values and click 'save' at the …
Alerts - "Document exceeds page limit, 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 page limit set for your account, click through the pages of the document. If it contains multiple documents, click to split the document at t…
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,…
