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. Check the Taskbar Preview

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

•   If a preview appears, click it to bring the form to the front.

2. Force Windows Back Into View

•If Step 1 doesn’t work:

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

•This will pull any hidden or off-screen windows back into view.

3. Use Windows Tools

•Still stuck?

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

Use Case:

This issue is common when:

•Using multiple monitors

•Switching display settings

Following these steps helps you quickly regain access to hidden or off-screen windows

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Qustion 1: How do I increase the stock quantity of an existing item in SI?

Answer  1:

You can do this in two ways:

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

Question 2: “Why can’t I see individual statements?”

Answer 2:

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

•Use Consolidate GL if individual statements are required.

Question 3: How do I capture one payment for many customers.

Answer 3:

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

Question 4: “When should I use Paid By?”

Answer 4:

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

Question 5: Why does the General Ledger (GL) show zero while the Balance Sheet shows a balance?

Answer 5:

1.Posting Periods / Date Range: An entry may be future dated, so the GL inquiry shows the balance (including the future dated transaction) while the balance sheet (which is cumulative) reflects the balance only to the date specified.

2.Branch-specific posting: The entry may have been booked under a different branch code, so the GL inquiry for one branch shows zero, but the consolidated balance sheet shows the balance.