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 - "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 - "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 - "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 …
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 - 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 - 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…
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 - "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' …
