When tagging multiple purchase invoices to a bank payment (and there are more than 40), is it possible to show supplier reference rather than receipt reference created by QF?
Hi @Bagpipe
Are you referring to the little pop up box that appears when you’re tagging from the bank transaction?
HI Beth, yes…that’s right. At the moment, the only reference shown is the receipt number created by QF but ideally, the supplier reference would be useful when tagging.
I am not aware of a way to change this - happy for someone to correct me if i’m wrong!
I will move this into a feature request though as I agree, that would be a useful feature
This also impacts Supplier Payments menu. The QF receipt number makes the whole reconciliation process of payments made to supplier with respective supplier reference very difficult & tedious. The menu shows payments made against QF number without supplier invoice mentioned. Each invoice then has to be clicked further to match payment with supplier’s invoice reference.
The QF number system works perfectly when you are dealing with customers as its a common link, but it doesn’t work very well on supplier side as here we need to be able to see on the first screen supplier reference / supplier invoice number.
I can see the problem here too. The Supplier reference is available on the supplier invoice listing and outstanding listing as you can “modify columns” and add the supplier reference. It would be useful if the supplier reference could be added in the “view supplier payments” menu as well.