there are posting failure reasons shown in the status accordion and audit trail. Reason related to 'accounting period is closed' is also shown.
There are some limitations from GL where exact reason can not be shown such as a particular field is missing/invalid, or max character length on inv #.
This is important to get in front of so that clients can begin to self service. We can also train train clients during onboarding on how to manage these themselves where it makes sense. AP volume is still at a minimum and were already getting a lot of errors. However many of these errors clients can fix on their own.
inv posting error due to max character length on inv #
posting outside of acct period
etc
Im not sure what others there are off top of me head, but can we inventory and determine which errors should certainly have client specific direction displayed on the site?
there are posting failure reasons shown in the status accordion and audit trail. Reason related to 'accounting period is closed' is also shown.
There are some limitations from GL where exact reason can not be shown such as a particular field is missing/invalid, or max character length on inv #.
This is important to get in front of so that clients can begin to self service. We can also train train clients during onboarding on how to manage these themselves where it makes sense. AP volume is still at a minimum and were already getting a lot of errors. However many of these errors clients can fix on their own.
inv posting error due to max character length on inv #
posting outside of acct period
etc
Im not sure what others there are off top of me head, but can we inventory and determine which errors should certainly have client specific direction displayed on the site?