Be able to send both invoices and statements to the invoice scanner and link them in Farm Focus
J
Jeanette van Woerden
when invoices are mailed and you send them to the scanner function and then the statement come and you send it to the scanner also, there is a double up of payments, but not information. If you could link the invoices and the statement to avoid double payment but gather and consolidate all the relevant information in a way that isn't clunky would be good.
At the moment I'm not sure whether it is best to send the invoices to the scanner to have the details but they come separated out by when the are sent, or to send the statement which has it consolidated, but then I need to add the detail.
Log In
J
Jodie Battams
We don't use the sending invoices to scanner function purely because we want to be able to check the invoices off to the statement at the end of the month and have the statement attached too. We are manually scanning the invoices and statement once paid and attaching it to the transaction and not using the scanner function/email at all.
Mikayla - Farm Focus
Hi Jeanette, thank you for your feedback.
We will leave this open to gauge support from other users.