Invoice Scanner not reading Farm Focus Invoice name
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Denise Deans
Just wondering if invoice scanner will be tweeked in the near future so that it can read Farm Focus invoices "from party name" on the invoice? At the moment the invoice comes into the needs action screen but you have to manually enter who the invoice is from. Thanks
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Mikayla - Farm Focus
Merged in a post:
Imported Invoices
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Annie Innes
Contact details need to select from contacts list
Mikayla - Farm Focus
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When setting up contacts in Farm Focus you need to ensure that the contact name is exactly the same as the other party name that comes through invoice scanner.
If it is the same, Farm Focus will be able to pick up the contact but if it is different you will need to manually select the contact from within the invoice.
It is best to copy the other party once you have sent an invoice through invoice scanner and paste it into the contact.
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Melissa Farm Focus Support
Merged in a post:
Invoice scanner reading saved contacts
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Kathy Bills
It would be great if invoice scanner picked up and recognised the other party (contacts) we have saved so i dont have to edit this field in order to make a bill payment file.
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Melissa Farm Focus Support
Merged in a post:
Other party
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Debbs` Taggart
hi there - if the other party is not on the invoice as it is in focus you have to go and change it when you get into focus - either you change the invoice to the other party or what i have learnt this morning you can change your other party to what comes through on the invoice. i think it would be good if when the invoice is scanned in then a list of the available other party needs to come up and then you can change it there
Farm focus
Hi Kathy, as long as your contact has the Other Party entered the same way it is picked up from the invoice, then it will match and the bank payment details applied. Sometimes they don't exactly match, such as a company with Ltd on the invoice and Limited in the Other Party info, so will need to be updated.
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Annie Innes
Hello Sarah,
When you import an invoice and the scanner scans the name on the invoice, you still have to go into other party (even though its already picked up the name on the invoice) and re-select the contact again. If you don't then when you go to the bill payment file, it doesn't pick it up to be paid as it doesn't recognise the contact bank account information. Hope this makes sense.
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Sarah at Farm Focus
Annie Innes: Thanks Annie. If the contact is already set up with bank details etc before you import the invoice then once you have coded the invoice it should be available to select in the bill payments file. If you import the invoice before setting up the contact or entering the bank details then you will need to reselect the contact from the other party. Can you confirm if this was the case in your situation? Sarah
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Sarah at Farm Focus
Hi Annie. Thanks for your feedback. Could you please elaborate further on your request? Are you talking about selecting an other party from your contact list within the invoice?