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Results for “validation” — 20 results

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Fixing validation errors before importing

Understand what validation errors mean and how to fix them so your import succeeds.

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Importing contacts from Excel/CSV

Bulk-load your customer and vendor lists into Usystems from a spreadsheet without manual entry.

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Entering and validating test results

Record laboratory results and confirm they are ready for clinician review.

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Mapping columns to fields

Tell Usystems which column in your spreadsheet goes to which field in the system.

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Step 5 — Opening balances and trial balance validation

Enter historical account balances as of your go-live date and verify they balance.

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Avoiding and fixing duplicate contacts

Merge or delete accidental duplicate customer and vendor records before they cause confusion in reports and transactions.

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FAQ: The 4-Step Import Drawer

Quick answers to common questions about the import process.

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Downloading and filling the import template

Get the right spreadsheet format and add your data so it's ready to import.

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Troubleshooting payroll runs

Find and fix common issues when running payroll or reviewing payroll records.

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Numbering bills: auto-codes, prefixes and manual codes

Reference guide to bill numbering schemes: when Usystems assigns codes automatically versus when you enter them manually.

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Cash Purchase won't save: common causes

Why your purchase form might be stuck and how to fix it.

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Lab / Imaging Technician: your first day

Get oriented to Usystems as a lab or imaging technician: what you'll see, how test orders arrive, and your role in the care pathway.

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FAQ: Troubleshooting Invoices

Quick answers to common invoice questions and problems.

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Permission reference: Products & services

Control who can view, create, and modify the product and service catalog.

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Step 1 — Company profile: name, logo, address and contact details

Enter your company's identity and basic contact information.

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Bulk import overview

Understand how the 4-step import process helps you bring data into Usystems quickly and safely.

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Managing and retiring discount templates

Edit, update, or retire discount templates while preserving historical accuracy of past documents.

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Sales Order won't save: common causes

Understand why your sales order is blocked from saving and how to fix it.

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Bulk User Import via CSV

Import many users at once using the CSV template, avoid common formatting mistakes, and review the results after upload.

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Invoice won't save: common causes

Diagnose and fix errors that prevent an invoice from being saved.