How to use Projects in Receipt Bank

custom_only.pngDo you know what the Project field is for? It refers to Tracking codes in Xero, Location/Class codes in QBO, Projects in KashFlow and so on.

Within the Item edit page in Receipt Bank, you can choose to select a Project that the item relates to. 

The easiest way maybe is straight from the Inbox with Flexible columns!

You can also set rules at a supplier & user level to help automate the coding process further. The important part is that should a discrepancy occur then the user default rule will override the supplier rule.

Please note however that currently there is no way to specify the class of a receipt at the time of submission!
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