Why am I unable to dispatch tasks, invoices, or reports in Uptick?
Issues related to dispatching essential items such as tasks, invoices, or reports in Uptick often stem from configuration problems, primarily the absence of a valid email contact in your records. Below, we’ll explain common causes and provide actionable steps to address this issue.
Dispatching
Why has my dispatch failed?
If a dispatch fails from a task, it will list why it failed on the screen on the right-hand side.
Common Reasons for Dispatch Failures:
Missing Email Contacts: The system requires an email contact to send dispatches. If no email recipient is available, tasks or invoices cannot be dispatched.
Example: A report or invoice will not dispatch without a configured email address.
Improper Contact Configuration: If the required email is not entered in the appropriate fields within Uptick, dispatch functionality may be disabled.
Lack of Required Associations: For invoices linked to tasks, missing associations (such as property or client links) may prevent dispatch.
The client email is not configured or mismatched.
The client information on a task was recently updated, leading to referencing issues.
The invoice is not able to push to the accounting partner. Once you've fixed the originating issue, click 'Retry from start' to refresh the dispatch to start again. Alternatively, you can follow these step-by-step solutions:
Step-by-Step Solutions: Configuring Email Contacts
Primary Contact: Ensure the client’s primary contact details include a valid email address.
Reporting Tab: Add an email address in the Reporting Tab for properties where only service reports are dispatched.
Property Contacts: Confirm that property-specific contacts include valid email information.
Client Billing Requirements: Review the client’s billing requirements to ensure dispatch recipients are correctly configured.
Client Record: Always verify that the client record for tasks and invoices contains at least one valid email.
Navigate back to the task, invoice, or report in question.
Select the "Dispatch" option.
Confirm whether the dispatch is successful. If unsuccessful, double-check all email fields and required associations.
Note: Uptick prioritizes dispatch recipients based on the hierarchy of Property Contacts, Billing Requirements, and Primary Contacts. Verify all these levels to prevent future issues. After adding the necessary email details:
Preventative Measures to Avoid Recurrence
Regularly Audit Contact Data: Ensure all clients and properties include up-to-date email information.
Train Staff to Configure Email Contacts: Share best practices for setting up Primary Contacts and Reporting Tabs.
Automate Contact Verification: Use automated tools or reminders within Uptick to flag missing or invalid emails. By following these steps, you’ll enable smooth dispatching of tasks, invoices, and reports in Uptick while minimizing errors or delays.
Why are my documents not sending as part of a Dispatch?
Why are my documents not sending as part of a Dispatch?
When sending documents as part of a Dispatch, there's a limit of 10MB per file.
Files over this size will need to be viewed in the Dispatch Portal - but be assured that your email will send to the customer, without the attachment on the email itself.
This limitation is imposed to ensure all email inboxes will receive the original information, as some email providers automatically mark large attachments as spam or junk.
