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 - "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…
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…
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,…
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' …
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…
