Troubleshoot printed document templates

Save your printed document template as a Word 97-2003.doc file, then re-upload the Word file to your printed document template record. Intacct does not support .docx files.

You need to have permissions to Add and Edit printed document template records (Printed Document Templates) to upload templates to Sage Intacct. Ask your administrator about the required permissions.

Delete the printed document template record, then re-create it using the same printed document template Word file.

The Template Type of your printed document template record does not match the transaction definition class. For example, you might be trying to assign a Sales Order template to a Sales Invoice transaction definition. Simply, edit your printed document template record to match the Template Type and the transaction definition.

When you select Set up field preferences and receive the following error: "Could not find document template / type information. Please try another type...", confirm that you have the correct Application and Template Type. If you continue to receive the error, make sure a transaction definition related to the Application and Template Type is created.

To correct the error, take one of the following actions:

• Create a transaction definition.

  For example, create an Order Entry transaction definition at the top level.

• Slide into that entity if a transaction definition is created at the entity level.

  Then, you can use the functionality of Set up field preferences.

To slide in to an entity:

1. At the top of the page, select the Top level dropdown.

2. Select an entity level that the transaction definition is created in.

Check where your printed document template is assigned.

• Printed document templates assigned to transactions at the entity level override assignments at the top level in multi-entity companies.
• Printed document templates assigned to specific customers override all other document template assignments.
• If no document template is assigned to a transaction, Sage Intacct uses a system-generated template at print time.

Check for formatting in the Word document template, the Locale setting on the document template record, and the Date format setting in your user preferences.

Formatting in Word document template:

1. Open the word template that is showing dates incorrectly.
2. Press Alt + F9. The merge fields expand to show more detail.
3. In your date merge fields, remove any additional formatting introduced by the \@. For instance, you might remove\@ "MM-dd-yyyy".

Locale setting on the document template record:

1. Go to the document template record which is printing the wrong date format.
2. Select Edit beside the record.
3. Update the Locale setting to your locale.

4. Select Save.

Date format setting in your user preferences:

1. Go to your user preferences.
2. Find the General preferences section.
3. Set your Date format to match the Locale you choose on the document template record.

4. Select Save.

Obtain any images that you want to use at the correct size before you insert the images into Word. Do not use Word to resize images.

To set the place of your image permanently in your printed document template, do one of the following:

• Place your image in a table cell. Make sure that the image is the only content in the cell. Anchor the image to the page, not to the text.
• Place your image on its own layer. For example, you might place the image on the top-most layer. Then, anchor the image to the page, not the text.
• Place your image in the header. Make sure that when printing across pages, the header image does not interfere with the rest of your invoice.

You might have used an incompatible font in Microsoft Word. Edit the document in Word to use a compatible font, then try printing the document again.

Intacct supports the following fonts:

• Arial
• Calibri Family
• Courier New
• Times New Roman
• Tahoma
• Cambria
• Verdana
• Trebuchet

Make sure you have selected the Repeat Header Rows option in Word, under Table Tools > Layout. If you do have this option selected, try the following:

• Create separate tables for each section of information. For example, use separate tables for your transaction header and your line item entries.
• Turn on table gridlines in Word (Table Tools > Layout > View Gridlines) for accuracy and to be sure that the correct information is in your table header.

Try the following tips for formatting the Items table in your template:

• Put the column header text in row 1 of the item table.
• Put the item data merge fields in row 2 of the item table.
• Make sure the ENTRIES (if Order Entry) or PRENTRY (if AR) row and any SUBTOTALS row have the appropriate TableStart/TableEnd declarations. These declarations are included in the Insert Merge Fields dialog box.
• Make sure that text within the table is not marked with "Keep with next" (Word Paragraph property).

Additionally, you might want to consider:

• Selecting the table and make sure that the Row tab of the Word Tables Properties is set to "Allow row to break across all pages".
• Using Word Styles to keep your formatting settings consistent across your document.

In Word, set your printed document template to restart your page numbering at 1 with every new section (Insert > Page Number > Format Page Numbers...).

This could be due to a few reasons:

• The merge field you inserted into your printed document template is not supported by that particular application or transaction definition. For example, if you try to use an Accounts Receivable Invoice merge field in your Order Entry Sales Invoice document template, it will not work. Use the list of merge fields for printed document templates or the Sage Intacct Intacct Printed Document Templates Toolbar to make sure that you're using an appropriate merge field for your printed document template.
• The merge field was not edited correctly. For instance, a correct field looks like «COMPANY_NAME», but an incorrect field might look like «MERGEFIELD COMPANY_NAME». To edit a merge field in Word, do one of the following:
  • Right-click the field and select Edit Field, then make your changes on the Field dialog box.
  • Press Alt+F9 to expand your merge fields and make your changes there. To compress your fields after you are done, press Alt+F9 again.
• Your Word template has not been refreshed to display the fields you added. To trigger a global refresh of your fields manually in Word, press Ctrl+A to your entire document, then press F9 to update your fields. After Word has recalculated your fields, press Esc to deselect your document. If you receive an error where your merge field is expected, edit the merge field to correct the error, then recalculate again.

Make sure that your custom field is for the appropriate transaction definition class. For example, a custom field created for Sales Invoice1 does not work for Sales Invoice2.

Intacct does not support grouping by custom fields.