I Have Suppliers Set Up with Confirm Delivery but I Have No Confirm Delivery Tile on My Dashboard
If you are seeing a GRN Matching tile where you should be seeing the Confirm Delivery tile on your Dashboard, this means that you have backup documents enabled on your account and the setting to disable GRN matching when using Backup documents has not been switched on. After following the below steps to enable this …
How-to Switch on Backup Documents
This feature allows you to attach a backup document to different document types on your account. Follow the steps below to switch it on. You will need to be an admin user type to do this. * Click the cog on the top right of the page and select ‘Company Settings’ from the list. * From the list on the left of th…
Archive Documents at Upload
* First, you'll need administrator access to activate the package called " Archive On Upload (Not Uploaded to Your Accounts Package) ." This will allow you to archive documents. * To add the package, go to the " Company Settings " and then navigate to " Package & Add-ons " section. You will find the Archive On Up…
