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General

Handy information to general topics.

Booking an UpgradeHow do I book a Weighsoft upgrade? When can Weighsoft upgrades be carried out?
Changes to Ticket, Invoice or Report TemplatesHow can I change the the layout or setup of a template within Weighsoft?
New Development RequestsThis article covers how to request development changes to the system.
Performance Issues
Reset a Job to "Active"This article details how to set a job back to the "Active" status
Steps to take after a Weighsoft upgrade
Sending Mass Emails via Weighsoft: Letters & Mail Run TrackerThis article details how to use the "Letters" functionality in Weighsoft
Remote Access Options for The Access Group SupportThe article details the options for allowing the support team remote connections to your systems and servers
Post-Restart Operational Checks for Weighsoft ServerDetails to consider if the server on which Weighsoft is installed requires a reboot
Email Delivery in Weighsoft: How It Works and Troubleshooting StepsThe article contains information to consider if emails sent from Weighsoft are not being received
Amending Waste Components on Existing Transactions in Weighsoft
Restoring Deleted Transactions in WeighsoftThe article details the steps required to restore a transaction that has been deleted
Using the Full Transaction Edit Screen
Introducing Intercom in Hosted Weighsoft
Configuring Alerts in WeighsoftThe article provides the details of accessing and setting up automatic update emails and SMS (text) messages in Weighsoft
Exporting Account or Contact Email Addresses in WeighsoftThe article details the steps required to export all emails set in Weighsoft
Enabling Phone Number Search in WeighsoftThis article details how to enable phone number searches in Weighsoft
Disallowed Characters in Weighsoft
Managing Vehicle Schedules in WeighsoftThis article covers how to manage vehicle schedules and create missing entries
Searching for Older Transactions in WeighsoftThis article explains how to search for transactions older than 3 months in Weighsoft, and how to change the default date range for transaction searches.
How to Set Custom Paper Size for Thermal PrintersThis article walks you through configuring a printer in Windows to use a custom paper size (72 x receipt), commonly required for thermal printing in Weighsoft.
Updating Multiple Transactions in Weighsoft Using "Update En Masse"This article details the steps to update transactions in bulk
End of Support Notice: Dot Matrix Printers & Weighsoft Forms
How to Add a Signature to a User Account in Weighsoft
Displaying Account Notes on Quotes and Orders in WeighsoftThis article covers how to make account notes also appear on order and quote screens
Managing Product Groups in WeighsoftThis article details how to create and edit Product Groups
Antivirus Exclusions for Weighsoft Software UpdaterThis article outline what Weighsoft folders should be excluded from anti-virus scans
Add new Vehicle or trailerThis article covers how to add new vehicles or trailers to Weighsoft
Using the Move Records Function in WeighsoftThe article outlines how to use the Move records function in Weighsoft
User PermissionsThis article goes through the permissions available for users in Weighsoft
Customising "Reference" Fields on AccountsThis article outlines how to customise the names of the "Reference" fields on accounts in Weighsoft
Controlling the Account "Active" statusThis article details how the Active flag on an account can be amended, as well as how to search for Inactive accounts.
Digital Waste TrackingDoes Weighsoft cater for digital waste tracking?
Setting up Duty of CareThis article covers how to setup a Duty of Care for the Trade and Skip modules
Setting Up Waste Product Components for ReportingThis article details the process of setting up Product Components for the Advanced Waste Report
"New" Transaction ScreenThis article explains the new Transaction screen and how it can be enabled or disabled
Managing Suppliers in WeighsoftThis article details how to create and manage Suppliers in Weighsoft
System Data QueryWeighsoft is displaying the incorrect data. Why is this data on this screen incorrect?
How is VAT Calculated?How does Weighsoft calculate VAT? Can I alter the number of decimals VAT is calculated to?
Move jobs to a different orderThis articles covers how to move a Skip or Material job from one order to another.
How to clear browser cacheHow do I clear my browsers cache?
Document cannot be securely downloadedWhen I try to open a PDF I get the error "document cannot be securely downloaded"
Move Transaction to a New Account or AddressI need to move a transaction to a new account. I need to switch the address on a transaction. I have transactions that show on multiple accounts.
Unable to locate job or transactionI cannot find the transaction for this job, where can I find this?
Assigning or Updating User LocationsHow can I assign a location to a user
How to find and regenerate failed transactionsMy job is complete, but there is no transaction.
Change the Account on a TransactionI want to change the account on a transaction.
Slow LoginHow do I speed up the login process? Why is it taking a long time to login to Weighsoft?
Operations page not loadingHow do I resolve the issue of my Operations page not loading after I entered the date in an incorrect format?
Create unsigned Duty of Care runHow do I create a list of duty of care notices that haven't been signed?
Not Secure Message in BrowserI have a message in my browser saying Weighsoft is not secure I am getting the message "your connection is not private" when trying to connect to Weighsoft
Company Missing from TransactionWhy do my transactions have no company code?
Setup Onboard WeighingI want to automatically get the weight from my onboard weighing system
"Something Went Wrong" error message
Manual Data UpdatesCan you make a bulk update to my data?
Creating Rebate Transaction ItemsI need to add a rebate to a transaction.
Delete TransactionsHow do I delete a transaction?
Unable to find ticket in Outstanding Tickets screenWhy can't I see some tickets in Outstanding Tickets Tickets missing from Outstanding Tickets screen
Copying OrdersHow to copy an order
Merge AddressHow can I merge one address into another?
Accessing Your Test SystemThis article details how to access your Weighsoft Test system
Cancelling a jobThis article details the steps required to cancel a job in Weighsoft
Monthly automated out-of-hours database upgrades starting in December 2025
Stock Level ChangesI need to make an amendment to the stock levels
Getting support in WeighsoftI want to raise a case How do we get support in Weighsoft? I want to raise a support ticket with the team. Get support within Weighsoft
Create a new Driver in WeighsoftThis article details how to create a new Driver in Weighsoft
The Weighsoft Co-Pilot skill isn't working in Evo
Interactive AI support in WeighsoftThis article provides details on the addition of our AI bot, "Fin", to Weighsoft, how it's used and who has access to it.