System Admin
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
Emailing Setup
Chase letter setup
Creating 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 - 'Microsoft SQL Server Gateway: 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
Setting 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 not sending with Error: Authentication failed because the remote party has closed the transport stream
All users have lost access to the system although it was working
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
'There is a problem with Adobe Acrobat/Reader. If it is running, please exit and try again. (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