This article will show you how to map either the Doc ID or Reference field of your invoice to the Ex-Reference in Sage 50.
Please note, this applies to UK&I users only.
How does this work?
When integrating AutoEntry with Sage 50, you can pick between two invoice fields to map to the Ex-Reference column.
These two options are the Document ID (AutoEntry ID) or the Reference Field.
To make this selection you will need to do the below:
Navigate to the Integrate tab on the left hand side of your company homepage.
Click the Ex-Reference dropdown menu to make your selection.
Don't forget to click save!
Once this is done, the selected field will post to the Ex-Ref in Sage for invoices published going forward.
The Reference field does not get extracted from the invoice - you will have to manually enter information in here.
This selection cannot be applied to invoices previously published.
Apr 27, 2023, 07:00 AM