Document Preview Not Showing? Try This

If the document/form preview doesn’t appear when you open it, follow these steps:

✅ Step-by-Step Fix

1. Hover over the Smart-iT icon on your taskbar.

•The preview may appear there.

•Click on the preview to bring the form to the front.

2. If Step 1 doesn’t work:

Go to File > Extra > Move All Windows To Primary Screen.

This forces any off-screen windows back into view.

3. Still stuck?

See this helpful guide: "How to move a window that's off-screen on Windows 11."

Use Case: Common when using multiple monitors or switching display settings. Helps users quickly regain access to hidden or off-screen windows.

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Different methods to add the quantity (stock level) to an existing item In SI

1. Goods Received Notes

•Best for: Recording stock received from suppliers.

•How:

•Go to Stock Items > Goods Receiving.

•Select the relevant purchase order or create a GRN manually.

•Enter the received quantities and save.

•This automatically updates the stock levels and links the GRN to the supplier record.

2. Stock Adjustment

•Best for: Manual corrections, damaged goods, or internal transfers.

•How:

•Navigate to Stock Items > Stock Adjustment.

•Select the item, enter the adjustment quantity (positive to add, negative to reduce).

•Process to apply the change.

Smart Chatbot Responses

❓ “Why can’t I see individual statements?”

You are likely using Paid By, which consolidates all activity under one entity.

Use Consolidate GL if individual statements are required.

❓ “How do I capture one payment for many customers?”

Use Customer Journals → New Payment Received and enable Consolidate GL.

❓ “When should I use Paid By?”

Use it when a head office pays on behalf of you and only one statement is required.