Author: Rose Wadakken

To include an uploaded PDF form to the Advanced PDF/HTML Template of an Invoice so that the Invoice PDF being sent through email contains the PDF form that their customers need to accomplish. Upload File Navigate to Documents > Files > File Cabinet Click Preferred Folder Top-left corner: Click Add File Select File Click Open Preferred File: Click Edit Available Without Login: Enter Checkmark Take note of third URL field Click Save… Continue reading Upload a PDF Form and Attach to Advanced PDF/HTML Template

When sending Transaction E-mails and user wants to use the Advanced PDF/HTML Template as E-mail Template. 1. Navigate to Customization > Forms > Transaction Forms 2. Select the Transaction Form  3. Set Printing Type = Advanced 4. Locate Email Template 5. Click on the drop down of the Email Template and select the same Advanced PDF/HTML Template assigned on the Print Template 6. Click Save

Custom Role tries to search for a Customer, Vendor, Contact, Prospect or Lead Record in the Global Search box or clicks View from the record’s list page and encounters an unexpected error. The Custom Role is not allowed to view Employee Record. The Administrator needs to check if the role is assigned with the Employee Record permission.… Continue reading Error: “An unexpected error has occurred.” When a Custom Role View Other Records and Advanced Employee Permissions Feature Is Enabled

User has an Invoice from which they will apply an Intercompany Journal Entry as a Payment but there is no payment record created. A Payment Record will be created when the amount of the Invoice is greater than the amount of the Journal Entry.  Navigate to Transactions > Customers > Accept Customer Payments On the Primary Information,… Continue reading Instance when a Payment Record is created from Application of an Advanced Intercompany Journal Entry to an Invoice

With the Health and Safety SuiteApp, you can attach files with supporting information when you complete workplace incident forms. You can select the default folder where these attachments are saved. To set the default folder for attachments: Go to Setup > Health and Safety > Preferences. On the Health and Safety Preferences page, click Edit. From… Continue reading Setting the Default Folder for Attachments

A currency symbol on Advanced PDF/HTML Template printout for Expense Report is different from currency submitted on transaction itself. The currency symbol printed is a Base Currency symbol For example: Base Currency is US DollarExpense Report is submitted with EUR currencyCurrency Symbol on PDF printout is “$” instead of “€”An alternate solution is to assign… Continue reading Advanced PDF on Expense Report Prints Different Currency Symbol Than on Transaction

A Journal Entry can be applied to a Bill or an Invoice. In the user interface, editing the journal entry that has an applied transaction will result to a message, “This journal is paying other transactions. Editing the journal will cause these payments to be unapplied. Are you sure you want to edit it? Click on… Continue reading Unapply Journal Entries Through CSV Import

Need to give access to employees via CSV import. To give access to employees via CSV import, please follow the steps below:  Create and save a CSV file with the following columns – Internal ID (of the Employee record) Role Password Confirm Password Require Password Change Give Access Update the Employee Record via CSV Import… Continue reading Give Access to Employees via CSV Import

There are scenarios where the PDF Template displays correctly on screen, but the printed version appears to be formatted for a smaller paper size with large margins on the right and bottom of the paper. To resolve this, adjust the printing size to A4 by changing the value of a code attribute in the Advanced… Continue reading Change Paper Size on Advanced PDF Template

Need to show borders with curved or round edges on the Advanced PDF/HTML Template for transactions. Navigate to to Customization > Forms > Advanced PDF/HTML Templates Preferred Template: Click Edit Note: If the template is in WYSIWYG mode, switch to Source Code mode.  Enter  <body size=”Letter” style=”border: 5px solid #dddddd; corner-radius: 25px; padding: 50px; margin: 25px;”> <!– <table style=”width: 100%; font-size: 10pt; corner-radius:… Continue reading Add Border with Curved Edges on Advanced PDF/HTML Template