setting up a new contact after an invoice has been put through the invoice scanner for the first time.
K
Kathy Bills
This is for when a new payee invoice has been sent through invoice scanner and the name crops up and then you want to set it up as a payee with bank account in the needs action. I go to new payee and the name disappears so I have to try and remember how it was scanned. Can it stay there so that you only need to copy and past the bank account number.
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Mikayla - Farm Focus
Merged in a post:
Use scanned invoices to update contact details
A
Avril Best
It would be great to be able to use the scanned invoice to update or add a contacts details eg bank account number. This would reduce the time taken to add contact details and eliminate mistakes when transferring information.
Mikayla - Farm Focus
Hi Kathy, thank you for your feedback.
We will keep this open to gauge support from other users.