Finance Manager
Everything you need to know to get going with Finance Manager.
By Billy1 author15 articles
- Set a limit cap on commissionHow to set a limit cap on commission paid in Finance Manager.
- Pending invoice rows highlightedUnderstanding why pending invoice rows are highlighted in red in Finance Manager.
- Splitting purchase ordersUnderstanding how splitting purchase orders affects invoice values in Finance Manager.
- Black indicators in Finance ManagerUnderstanding what black indicators mean in Finance Manager and how to resolve them.
- Max auto authorise percentageHow to check your max auto authorise percentage in CallConfirmLive!
- Request new invoice periodsHow to request new invoice periods in Finance Manager.
- Rollback requestEverything you need to know about requesting a rollback in Finance Manager.
Troubleshooting
Get help on common issues and errors
- Error: Object variable or With block variable not setWhat to do if you receive the 'Object variable or With block variable not set' error in Finance Manager.
- Invoice data in export failureUnderstanding what can cause invoice data export failures between Finance Manager and ContrOCC.
- File transfer failureTroubleshooting file transfer failures from Finance Manager in CallConfirmLive! during the invoicing process.
- Delivered and invoice amounts differUnderstanding why actual delivered amounts may not match invoice amounts in Finance Manager.
- Purchase orders not automatically assignedUnderstanding why purchase orders may not be automatically assigned in Finance Manager.
- Client missing from invoiceUnderstanding why a client may be missing from a pending or final invoice in Finance Manager.
- Error: PendingInvoiceCreateRecordsForClientWhat to do if you receive the 'Procedure call or argument is not valid' error in Finance Manager.
- Unable to see invoice periodsWhat to do if you are unable to see invoice periods in Finance Manager.