Syncing your invoices to your new integrated accounting software? Our new invoice number sequencing feature means your invoice numbers will now follow the same sequence whether you create them on Finance Manager or on your accounting software.
Following your selection, the invoice number generated by your chosen system will be used across both systems. This will eliminate multiple invoice numbering sequences. This will also help keep you get organised when doing your tax returns.
This functionality is only applicable to new invoices; all your existing invoices will remain unaffected.
Please note: this new feature is available for Xero or Sage Business Cloud integrations only.
To begin, you must choose whether you want Finance Manager, or your accounting software, to be the source of the invoice number.
Click Settings > Integrations > Accounts Receivable.
Choosing Finance Manager as the source of the invoice number
If you want Finance Manager to source your invoice numbers, click the first option and press 'Save'.
From this point on all your new invoices will have Finance Manager’s invoice number sequence. You can then raise an invoice as normal and click ‘Create’.
Whether you raise your invoices on Finance Manager, or on your accounting software, the invoice number field will be the same across both systems.
Choosing your accounting software as the source of the invoice number
If you want your accounting software to source your invoice numbers, click the first option and press ‘Save’.
Please note you can only pick this second feature if you’re on the desktop version of the Exchange.
From this point on all your new invoices will have your accounting software’s invoice number sequence. You can then raise an invoice and click ‘Send to [your accounting software]’.
Whether you access your invoices on Finance Manager, or on your accounting software, the invoice number field will be the same across both systems.
Comments
0 comments
Article is closed for comments.