Getting started
Guides, common issues and error messages relating to the System Admin
105 articles
- Adding a report to the reports list
- Create a new user
- Enable future period posting
- Set up emailing in Safe Financials
- Set up chase letters
- Create a new company
- Change the logo on a self bill invoice
- Create a new Originator
- BACS file set up
- Error - 'Date Not Valid for Current Calendar' when posting a transaction
- Change the logo on a Despatch note
- At the moment the exchange rate is based on transaction dates for auto GBP conversion, can this be changed.
- BACS export file looks different in company X than it does in company Y
- Enable the Transaction Type Footer Narrative?
- Amend write off tolerance
- Error - 'Batch X has different entered to control values' when importing batch of invoices from Tempest
- Error - 'Document not found' when importing a batch
- Can't see purchase orders
- Change or update the Exchange Rate
- Checking Path Names
- Automatic Generation of Events
- Allow access to the Register
- Change the default settlement terms
- Batch of transactions created with incorrect exchange rate
- Define an Account Code Length and defining a Prefix
- Cash matching is posting to the wrong GL Code
- Access Denied on VAT Return and bottom of screen not visible on Ledgers
- Error: 'Connection to database failed — no database name given' when allocating
- Import transactions from a CSV
- Payment run is showing incorrect status
- Processing a deferred payment run?
- Error - 'Period number outside of valid range for this year'
- List of users and their access levels
- Nominal Element Type Drop down list in blank / empty
- Obtain access to Import Queries to accounts/customers
- Interface exceptions - Error - is not Valid translation is required -
- Imported batch has an Error - 'Duplicate References' and user cannot proceed.
- Logo Setup
- Import from Tempest is not bringing over expected values
- Rejected batch from Tempest Description
- Invoice is not picking up in Safe after transferring from Tempest
- Query Logged in Users
- How to Create a New VAT Code
- Maintaining company details
- Importing the opening balance for the bank on a new company
- Re-open a Posted Batch
- Remove company access for all users
- Nominal lines imported from Pay and Bill have an imbalance
- Import allocations for multiple accounts
- Imported Purchase Invoice Transactions are all incorrectly coming in as disputed
- No kiosk entries
- Number of decimal places incorrect on currency conversion
- Set up new supplier authorisation
- Turn off auto-posting transactions
- Set up default printers
- Set up user authorisation limits
- Set up an Excel statement
- Set exchange rate tolerances
- The Split into Installments button is missing from the transactions screen
- Set up multilevel authorisation
- Unable to authorise a payment run
- Setting up New Supplier Account authorisation
- When trying to add an invoice to a Purchase posting, there is a an Error - 'Path does not exist'
- Update address on statement or invoice
- Unable to match transactions in the Nominal Ledger
- Specify Nominal Accounts to a user
- Trying to create an event category but the Create Record option is greyed out.
- Restart the Scheduler
- Set menu options for users
- Retire or restore a user
- Unable to authorise a registered transaction
- Update user defined categories in bulk
- Validated KOFAX invoice is not being posted to the ledger
- Update aborted by roll back when trying to upload bank transactions
- Update Max attachment size for Emails sent from the application
- Restrict Toolbar Access for Users
- Error - 'You do not have access to this program' when trying to enter customers
- Cancelling or stopping a Direct Debit run
- Cannot see SQL Views Description
- Compatibility with SQL Server 2019
- Emails fail to send with an authentication error
- All users have lost access to the system
- Application is running slow -
- Chasing a case raised with professional services - Consultancy Team
- Password Requirements
- Requires Consultancy
- Supervisor password is no longer working - has been changed
- Scheduler stopped processing
- Licence increase
- The number of sessions open on this machine exceeds the allowed maximum when trying to access Safe
- Failed to open locked file
- Application training required
- Routing email field length too short
- Reached licence limit
- Error: 'There is a problem with Adobe Acrobat or Reader' (4:4)
- Upgrading versions
- Hosted SFTP Server is down
- The Transaction Log is Full error " The Transaction log for Database 'XXX' is full due to 'YYY'"
- We have an IP address that needs it adding to your whitelist
- Logging into Financials Error - Failed to Open Locked File: Applicationslist
- When processing Credit Safe Check I am receiving the Error - reading settings. The ConnectionString property has not been initialized.
- Error message - 'Profile storage space. You have exceeded your profile storage space. Before you can log off you need to move some items from your profile to network or local storage'
- Error loading Excel when exporting to Excel
- Error: 'Security restrictions prevent access to untrusted URLs'
- Error - 'Duplicate index' when importing contacts