Accounts References
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
If you use external accounting software to manage your invoices, you'll need to add the correct accounts reference for common payers.
To do this, click ‘Invoices’ in the top menu bar, then click 'Manage Account References':
To add a new reference, click ‘Add Accounts Reference’:
Next, enter the reference text that you use on your accounting software. Then choose your reference type. Let's imagine I use the reference 'ALPHA' for all divisions of the funder Alphabet:
To upload the list of invoices to your accounting software, click ‘Reports' in the top menu, then click 'Invoice Lines'. Filter by the Payer Accounts Reference 'ALPHA’:
Then click ‘Actions’, then ‘Download’:
If you require any assistance with the reporting suite, please refer to this article.