When a company is integrated with Sort My Books an error can occur if the company is not set up as a supplier or sub-contractor (Purchases) or as customer or principle contractor (sales) in Sort my Books:

When setting up a company in SmB there are 4 options on how the company is set up for Purchases:

  • Supplier
  • Sub-Contractor
  • Employee
  • Other

Sort my Books can only accept published purchase invoices to a company set up as either Supplier or Sub-Contractor. To change the company setting in SmB go to:

> Supplier Settings

> Financial

> then change Payee Id to Supplier or Sub-Contractor.

For publishing sales invoices to a customer account the company needs to be set up as Customer or Principle Contractor. As with a supplier, if Other is selected then SmB will not accept sales invoices.

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