References and Summaries?

Question asked by Gareth Ricketts 1 year ago

What do you use as your standard naming conventions for the Reference and Summary boxes please when creating invoices, purchases or creating bills?

I'd like to standardise what my employees enter. At the moment it is a bit of a mish mash

Considering my bank (Starling) can only use 18 digits for references it would make sense to ensure the reference tab tallied up with that limit


4 Replies

Hi Gareth,

These fields are free text fields where users can input text for their own reference. The reference field can accept 18 characters.


Yeah, I'm jus wondering what other users use as their own references? Just looking to get some best practices...

Could any other users help me out here please on some best practice naming conventions please or how others input their data?

Thanks in advance


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