Finance
Invoice, Posting, Integration etc
By Noel and 5 others6 authors80 articles
- Link a payment to a ticketThis article explains how to link a payment to a ticket in Weighsoft
- Customer Spend TrackerThis article details how the Customer Spend Tracker can be used to monitor and set a limit on the value of jobs that can be raised against an Account, Address…
- Card Payments not being accepted via Sage Pay/OpayoThis article outlines possible scenarios where a payment may be declined due to an error with SagePay/Opayo
- Creating PaymentsHow can I create a Payment?
- Credit Limit field missing from AccountsWhere is the Credit Limit field on my Accounts? Why are there no Credit Limit boxes on the Accounts?
- Max Invoice ItemsWhy are my invoices being split into smaller ones? Why are my invoices only showing a small number of items?
- Refund a PaymentHow do I refund a Payment in Weighsoft?
- Search for a PaymentThis article details how you can search for a payment
- Deleting a Credit CardThis article details how to delete credit cards and their tokens from Weighsoft
- How is VAT Calculated?How does Weighsoft calculate VAT? Can I alter the number of decimals VAT is calculated to?
- Managing Suppliers in WeighsoftThis article details how to create and manage Suppliers in Weighsoft
- Adding a Fuel Surcharge
- Account Credit Limit Threshold Notifications
Access Financials
Articles related to Access Financials
- Weighsoft Error: "The Invoice Number Has Already Been Used" When Posting to FinancialsThis article steps to resolve the above error message when posting invoices to Financials
- Weighsoft Error: "One or more specified analysis codes do not exist" When Posting to Financials
- What fields are pulled through as part of the an account sync with Financials?This article lists the details that are pulled through to Weighsoft from Financials during an account sync.
- Weighsoft Error: "Token Expired" or "Token Invalid" When Posting to FinancialsThis article details the steps required to resolve a posting issue where the token has expired
- Can multiple Address in Financials be sync'd to Weighsoft?This article details how multiple addresses in Financials are handled in Weighsoft
Sage 50
Articles relating to Sage account systems
- Accounts are not Syncing to Weighsoft from Sage 50
- How does a Sage 50 upgrade affect Weighsoft?This article covers what factors can affect a Sage 50 upgrade, as well as listing the Weighsoft compatibility
- Sage 50 Flat File Posting (On-Premises Systems)This article covers how to setup and use Flat File posting into Weighsoft from Sage 50 if your system is On-Premises (i.e.: not hosted by Access)
- Invoices not Posting to Sage 50There are several factors that can affect the integration between Weighsoft and Sage 50. This article outlines common causes and recommended actions to resolve issues.
- Invoices not appearing in Sage 50Invoices showing as posted in Weighsoft are not appearing in Sage 50 Why aren't my invoices showing in Sage 50?
- Sage 50 Flat File Posting (Hosted Systems)This article covers how to setup Hosted by Access
Xero
Articles related to Xero
- Unable to post to Xero - "Item Codes Missing For Post" errorThis article covers the steps required to resolve a posting error with Xero
- Invoices will not post to Xero due to Validation ErrorI can't post invoices to Xero because of a validation error Validation Error is stopping my invoices from posting to Xero
- Xero connection error 429: "Too many Requests" errorThis article covers the details of the "Too Many Connections" error produced by Xero
- Xero Accounts SyncThis article covers some limitations and common issues with the account sync between Xero and Weighsoft
- Invoice will not post to Xero: "The document cannot be edited as it is currently dated before the period lock date,...."
EvoM
Articles related to EvoM
Nominal Codes
Articles related to setting up and amending nominal codes in Weighsoft
Invoicing
Articles related to general invoicing issues and queries
- Using Invoice Categories in WeighsoftThe article details the maintenance and use of Invoice Categories in Weighsoft
- Automated Invoice Emailing in WeighsoftThe article details how to enable automatic email invoicing in Weighsoft
- Deleting an Invoice Run in WeighsoftThis article outlines the steps required to delete an Invoice Run in Weighsoft.
- Amending Invoice Details in WeighsoftThis article explains the limitations and available options when attempting to amend invoice details in Weighsoft.
- How to Delete an Invoice or Credit NoteThis article details the steps to delete a single invoice or credit note
- Pro-Forma Invoices in WeighsoftThis article clarifies the availability of pro-forma invoice functionality in Weighsoft.
- Duplicate Invoice Numbers in Weighsoft: Causes and Best PracticesThis article offers possible scenarios where invoice number may be duplicated
- Enabling Image and Ticket Attachments on InvoicesHow do I attach images or tickets to invoices?
- Recovering a Mail RunHow can I re-generate a failed mail run for an invoice run?
- Printing Invoices – Methods and InstructionsWhat different ways are there to print invoices?
- Setting Up Zero Value Invoicing in WeighsoftHow do I set Weighsoft up to invoice Zero Value Transaction?
- Transactions not InvoicedWhy have my transactions not invoiced?
- Crediting and Issuing New InvoicesThis article covers the methods or raising credit notes and the nuances of reinvoicing from a credit note.
- Authorising/Rejecting Credit NotesHow to Authorise or Reject Credit Notes
- Change the email address that Invoices are sent fromThis article details how to change the email address that your invoices will show as being sent from.
- Using the Pre-Invoicing ReportThis article details the use of the Pre-Invoicing report
- How to Carry out an Invoice RunThis article details how to do an Invoice Run in Weighsoft
- Email a range or selection of InvoicesThis article explains how to send a batch of invoices by email using the Invoice Ledger. Follow the steps below depending on whether you're using the latest version or Version…
- Duplicate tickets in pre-invoicing reportTickets are showing more than once in the pre-invoicing report. Accounts are being duplicated in the pre-invoicing report.
Posting
Articles related to general posting issues and queries
- Resetting a Stuck Invoice or Posting Run in Weighsoft
- Changing the Posted State of an Invoice in WeighsoftHow do I change the Posted State of an invoice in Weighsoft?
- Deleting a Posting Run in WeighsoftThis article covers the steps required to delete a posting run in Weighsoft
- Unable to Post an Invoice – Error: "Closed Period"This article explains why invoices may fail to post from Weighsoft to an accounts package due to a "Closed Period" error, and outlines the steps to resolve the issue.
- Schedule a Posting RunThis article details how to schedule a posting run.
Prices
Articles related to pricing and price increases
- Creating and Managing Prices in WeighsoftThis article explains how to create and manage individual prices in Weighsoft
- Importing Prices in WeighsoftThis article details the process of importing prices to Weighsoft via a CSV file template.
- Bulk Price Date Adjustments in Weighsoft
- Price not pulling through correctlyThis article outlines how price criteria and date ranges work, and outlines what can cause a price to not be pulled through correctly.
- Setting Up and Assigning Price Groups in WeighsoftThis article details how to set up and manage Price Groups
- Setting up Price banding for Weighbridge JobsHow do I set up price banding for incoming weighbridge jobs?