References and Summaries?

Question asked by Gareth Ricketts 12 months 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

Thanks

4 Replies

Tommy Chung

Staff

1047 entries

Hi Gareth,

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

Tommy

12 months ago

Gareth Ricketts

78 entries

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

12 months ago

Gareth Ricketts

78 entries

Any thoughts fellow users?

11 months ago

Gareth Ricketts

78 entries

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

Gareth

1 month ago