Finance Manager
Everything you need to know to get going with Finance Manager.
Set a limit cap on commissionIn this article, we explain how to set a limit cap on commission paid.
Pending invoice rows highlightedIn this article, we explain pending invoice rows highlighted in red within finance manager.
Splitting purchase ordersIn this article, we explain how to split purchase orders.
Black balls in finance managerIn this article, we explain black balls in finance manager.
Max auto authorise percentageIn this article, we explain how to max auto authorise percentage.
Request new invoice periodsIn this article, we explain how to request new invoice periods in CM finance manager.
Rollback requestIn this article, we explain rollback requests.
Troubleshooting
Get help on common issues and errors
Block variable not set errorIn this article, we explain what to do if you receive the below error message.
Invoice data in export failureIn this article, we explain what can cause invoice data in export failure within ControCC.
File transfer failureIn this article, we explain how to address file transfer failures from the finance manager in CallConfirmLive! during the invoicing process.
Delivered and invoice amounts differIn this article, we explain why actual delivered amounts may not match invoice amounts in finance manager.
Purchase orders not automatically assignedIn this article, we explain why purchase orders may not be automatically assigned in the system.
Client missing from invoiceIn this article, we explain why a client can be missing from an invoice.
Pending invoice create records for clientIn this article, we explain what to look for if you receive the above error message.
Unable to see invoice periodsIn this article, we explain what to do if you are unable to see invoice periods.