What to do when I see a ClientError_TokenExpired error?
If you click on a filter and you see the following error on any Powerview Report, simply refresh the page.
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Unable to see a Client under the Support Coordination Client List
There are a few reasons a Client may not be appearing under the Support Coordination Client List. 1. Where a client's Service Contract is Inactive, the Client will no longer appear. A new Service Contract will need to be created on the Client ...
Proda Error: File Identifier already exists
Please see below solution, if you receive the following error, whilst uploading your Claim file in Proda. Error Message File Identifier [FILE NAME] already exists in the system, please choose another ID. Solution You will receive this error if ...
Delete a Client Profile
Use the following steps to delete a client profile. Please note this process should only be used if the client's profile doesn't have any deliverables in their Service contracts i.e invoices or case notes processed. Deleting the client profile in ...
Create Client Profile Alert
It’s useful to create a Client Alert when you need to be notified whenever any selected screens are opened. When you create an alert, you specify the screens where the alert will be active. When any of these screens are opened, you’ll see the alert. ...
Client Summary Statement Option Settings
This article details the settings that can be enabled when choosing to use the Client Summary Statement option for your PM Monthly Statements. Statement Options Either a Paid Invoice Summary Table or Full Invoice Detail Table will be included in each ...