Other Party details in invoice
complete
D
Donna Godden
On behalf of a client - It looks to me like we are missing important detail in what is imported from Farmlands.
When I go to set up a Coding Rule, every time I get this Criteria:
Other Party: Farmlands Co-operative Society Ltd
Reference: My Farmlands #
However if a Note is attached it contains extra detail on where the purchase was made:
Is there any way we can get this detail (eg Mitre 10 Mega Masterton) into the Other Party field?
This is critical to setting up accurate Invoice Coding Rules.
The existing info in Other Party and Ref is almost useless if it is always the same!
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Mikayla - Farm Focus
complete
This information comes through the Farmlands connector and if it does not fit on the description line it overflows into the additional note section.
Please see the below screenshot.
S
Sally - Farm Focus
Hi Donna, you can also use "line description" to set up accurate invoice coding rules. The line description should start with the line's Other Party eg. Mitre 10 Mega Masterton and then a description of actual item purchased.