Who this is for. SmartCustomer users with the SuperAdmin role.
Availability. The AR Mapping tab appears in SmartCustomer when AR Mapping is enabled for your organization.
Overview
The mapping editor tells you why an action is unavailable. The reason appears beside the button, or on the step itself. This article lists the messages in the editor and on the mapping list. It groups them by where they appear, with what to do about each one.
Some messages name a customer, a mapping, or a file. Others give a count. They show your own names and counts. The examples here use sample names such as Northwind Traders.
Figure 1. A reason beside an unavailable Activate button
Messages beside Next
These messages appear beside Next when the current step is not complete.
Table 1. Messages beside Next
| Message | What it means and what to do |
|---|---|
| Choose the customer to continue. | Select a customer in Customer. |
| Name the mapping to continue. | Type a name in Mapping name. |
| Upload at least one sample file to continue. | Upload a remittance file from the customer. |
| Resolve the files that don’t match the customer — use or replace each one. | For each flagged file, select Use anyway or Replace. |
| Confirm the table boundaries to continue. | On Confirm, review the boundaries and select Confirm boundaries. If Confirm boundaries is not shown, select Structure. |
| Map at least one field to continue. | No field is mapped yet. While the Rules tab reads Rules …, the first pass is still running, so wait for the proposed mappings. Otherwise, map at least one field. |
Messages on Customer and samples
These messages appear on the first step, under Customer or beside the sample files.
Table 2. Messages on Customer and samples
| Message | What it means and what to do |
|---|---|
| “Northwind Traders: remittance mapping” is live for this customer — save this as a draft, or deactivate that one to activate this | The customer already has a live mapping. You can build and save this one as a draft. To activate it, first take the live mapping out of service. |
| Only 5 of the 6 files were taken — a mapping is built from at most 5 samples. | You chose more than five files, and the first five were added. To use another file, remove a sample and upload the file. |
| A mapping is built from at most 5 samples — remove one to add another. | The mapping already has five samples. Remove one, then upload the new file. |
| This file doesn’t appear to be from “Northwind Traders”, or for several files, 2 files don’t appear to be from “Tailspin Components” | A file seems to belong to another customer, based on its header. The warning names each file and the customer it appears to come from. Several files can be flagged at once, for example after you change the customer. Select Replace to swap a file. If you are sure it is from this customer, select Use anyway. |
The warning about another customer's file also explains the risk. The file's fields can be read incorrectly, and that customer's payments can be matched to the customer you chose.
Messages on Email samples and Master fields
These messages appear on steps 2 and 3 of the editor.
Table 3. Messages on Email samples and Master fields
| Message | What it means and what to do |
|---|---|
| No email samples. Add one when a value you need — a payment reference, a total, an invoice number — is stated in the email rather than the file. | The mapping has no email samples. The step is optional. Add a sample when a value you need is stated in the email rather than the file. |
| 1 master field is set to come from the email — add a sample for it to be learnt from. | The mapping has no email sample left, but a master field is still set to Email. The field keeps that source and its mapping. Add an email sample. |
| No fields match your search. | No master field matches your search. Change or clear the search. |
Messages on Confirm
These messages appear above the table on the Confirm step.
Table 4. Messages on Confirm
| Message | What it means and what to do |
|---|---|
| 2 rows with values aren't part of any table (highlighted below). Mark them into a table, or they'll be skipped. | Some rows hold values but sit outside every table, such as a subtotal or a total. Leave them if they are not data rows. Otherwise, point to a row under the table and select Last. The warning then counts one row fewer, for example 1 row with values isn't part of any table (highlighted below). Mark it into a table, or it'll be skipped. |
| These files are not the same format | No two samples share their columns, so one mapping cannot read them all. Build a separate mapping for each layout, and remove the other samples from this one. |
| A saved mapping already covers this format | A sample matches a mapping you saved. Select why? to see the evidence. Select Dismiss to keep building this mapping, or Use this mapping to edit the saved one. Your file then takes the place of its samples. If the saved mapping is live, saving it with Save draft makes it a draft. |
Messages on Field mapping
These messages appear on a field, in its panel or preview, and on the Rules tab.
Table 5. Messages on Field mapping
| Message | What it means and what to do |
|---|---|
| Pick a source to see values. or Map a source to see values. | The field has no source yet. Choose one to see a preview. |
| No currency code/symbol found in this file | Detect currency found no currency code or symbol. Choose another source, such as Constant, or select Clear to leave the field unmapped. |
| Column "Invoice Date" not found in this table, with your own column name | The field reads a column that this table does not have. In a test result, the field name comes first, for example Invoice Date: Column "Invoice Date" not found in this table. Causes include these:
|
| Total Amount: no numeric values to aggregate, with your own field name | The rule behind the field found no numeric values in that file. Check the column that the rule reads. |
| Rule is disabled | The field uses a rule that is switched off. Switch the rule back on in Rules, or choose another source. See Add and manage rules. |
| Rule not found | The field uses a rule that no longer exists, for example one you deleted. The field shows Error. Bind it to another rule, or choose another source. See Add and manage rules. |
| Not bound yet — bind it to a field in Field mapping to use it. | A rule that no field uses yet. Open a field, select Rule, and choose the rule. See Add and manage rules. |
| Applies to Invoice Number by default — bind it to a field in Field mapping to use it there., with your rule's own field name | A plain-English rule that no field uses yet. Open the field, select Rule, and choose the rule. See Add and manage rules. |
| “Invoice number from Remarks” rewrites a value — choose the column it reads., with your rule's own name | The rule reads one column. Check the column under Value this rule transforms, or choose another. See Add and manage rules. |
| Rule created & bound — followed by what the rule does | The message says that Predict rule with AI made a rule and bound the field to it. Check the bar under the field and the preview. If the bar reads Rule · missing, no rule was added, so bind the field to a rule yourself. See Add and manage rules. |
| Rule · missing, in the bar under a field | The field is bound to a rule that the Rules tab does not list. Predict rule with AI can leave a field this way. Bind the field to a rule yourself. See Add and manage rules. |
| No section-total rows found to learn a formula from on this sheet. | Predict rule with AI did not find what it needs to learn a formula from this sheet. Choose a rule from the list, or add one on Rules. See Add and manage rules. |
| Detected by AI — review before activating. | A rule found in the samples. Open it with its edit icon and check that the calculation is right. To correct it, change the rule and save it. See Add and manage rules. |
| None found above the table. Try Sheet cell or Constant. | Metadata key found no key and value pairs above the table. Choose Sheet cell or Constant instead. |
| AI did not produce any applicable operations from that description, or a message that starts AI output did not match the general-rule schema | Build with AI could not turn the description into a rule. Reword the description and try again. See Add and manage rules. |
Messages beside Save draft
These messages appear beside Save draft when there is not enough to save.
Table 6. Messages beside Save draft
| Message | What it means and what to do |
|---|---|
| Upload a sample file to start a mapping | Upload at least one sample on Customer and samples. |
| Map at least one field — header or line item — before saving | Map at least one field on Field mapping. |
Messages beside Activate
These messages appear beside Activate when the mapping cannot go live yet.
Table 7. Messages beside Activate
| Message | What it means and what to do |
|---|---|
| Run Test and validate before activating | Run the test on Test and validate. Several changes clear the last test. See Changes that clear a test result in Test and activate an AR remittance mapping. |
| Resolve 1 field error before activating | On Field mapping, fix the field that shows an error. Then run the test again. |
| Test and validate found 7 field errors — fix them and test again before activating | The last test found errors. If it ran on another file, run the test on the samples again. Otherwise, fix the fields on Field mapping and test again. |
| Northwind_Remittance_20261006_long.xlsx has 2 field errors — open it and fix them before activating | A sample you added has field errors. Fix the fields for that file on Field mapping, or remove the sample. See Check a field on another sample in Review the field mappings. Then run the test again. |
| 2 sample files have field errors — open each and fix them before activating | Two or more samples have field errors. Fix the fields for each file on Field mapping. See Check a field on another sample in Review the field mappings. Then run the test again. |
| Checking the other sample files… | Wait for the check to finish. |
| Northwind Traders already has an active mapping ("Northwind Traders: remittance mapping") — only one can be live at a time | Take the other mapping out of service, then activate this one. |
Messages on Test and validate
These messages appear when you test a file.
Table 8. Messages on Test and validate
| Message | What it means and what to do |
|---|---|
| Different header fields, with This file seems to have different header fields than the sample files. Are you sure you want to continue? | The file you chose to test has other column headings than the samples. The dialog names the file and how many sample columns it found. Select No to stop, or Yes to test it anyway. |
| No field errors | Every mapped field was read. Check the values against the file. |
| 7 fields with errors | Some fields could not be read. Each one names what is missing, for example Amount To Pay: Column "Amount Paid" not found in this table. Fix the mapping, or check that you tested the right file. |
| Payment Date: Metadata key "Payment Date" not found above the table, with your own field and key | The tested file has no such key and value pair above its table. If you tested a file in another layout, check that you tested the right file. Otherwise, choose another source for the field, such as Sheet cell or Constant. |
Confirmation dialogs
These dialogs ask you to confirm an action before it happens.
Table 9. Confirmation dialogs
| Dialog | When it opens | Your choices |
|---|---|---|
| Discard unsaved changes? | You select Remittance mapping to go back with unsaved changes | Keep editing or Discard changes |
| Make this mapping live? | You select Activate | Activate or Cancel |
| Delete this mapping? | You select Delete mapping on the list. For a live mapping, it adds It is live — remittances from Northwind Traders will stop being read automatically. | Delete or Cancel |
| A browser prompt that begins You already have a mapping called | You import one mapping file with a name already in use | OK replaces the existing mapping. Cancel keeps both, and the copy is named <name> (imported). A live mapping you replace stays live. |
Messages on the mapping list
These messages appear on the AR Mapping tab.
Table 10. Messages on the mapping list
| Message | What it means and what to do |
|---|---|
| No mappings match, with Try clearing the search or filters. | Clear the search box, or remove a filter chip. Clear all removes every filter. |
| No saved filters yet. Apply filters above and click Save filter to add one here. | Apply one or more filters, then select Save filter. |
| No customer mappings yet | Your organization has no mappings. Select Create mapping, or Import a mapping file. |
| Imported 2. 2 had a name already in use and were kept as copies. | You imported several files, and some of their names were in use. Those mappings were added as copies. |
| Imported 0 of 1. Failed — <file>: Not an ARR Mapper mapping file, followed by the format found | The file is not a mapping file. Import a .arrmap.json file made with Download mapping. |
Known limitations
- No message confirms that Save draft, Activate, or Auto-map finished. Deleting a mapping shows no message either. Check the status in the list, or the fields on Field mapping.
- Only one mapping per customer can be live at a time.
- A line item field reads the same column in every table of a sheet. If one table lacks that column, the field shows Error for it, and Activate stays unavailable.
- A file named after another customer is not flagged when its header block names this customer. The text on Customer and samples says each file is also checked by its name.
- Only Remittance mapping warns about unsaved changes. Leaving through the main navigation, or closing the browser tab, loses them without a warning.
- Changing a rule, switching it off, or deleting it lasts only if you save the mapping. If a rule change is your only change, leaving gives no warning. A rule you add is kept at once.
- From sheet reads the other sheet's rows in order. Its first row goes to the first line, and its second row to the second line. Lines past its last row read nothing. It does not match rows to lines by any value, and the test still reports No field errors.
- A mapping built from a workbook with several sheets loses From sheet after you save and reopen it. If one line item field was set to another sheet, the others then read that sheet too. Some of them show errors, such as Column "Invoice Date" not found in this table.
- Predict rule with AI can choose the wrong total. On the Northwind Traders sample, it summed the invoice amounts instead of the amounts paid. The field then read Rule · missing, and no new rule appeared on Rules.
- Improve with AI can change what a formula rule calculates. Read the rule again before you save it. On the Northwind Traders sample, it turned a sum of Amount Paid into Sum all Invoice Amount values in table 1.
- After a test of another file alone, Make this mapping live? reads Tested against the uploaded samples. Run the test on the samples before you activate.
- A mapping reads spreadsheets: XLSX, XLS, and CSV files. Remittances that arrive as PDF files are processed separately.
- You cannot add or remove master fields in a mapping.