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23 Vote

Automatic Invoicing - Needs to include Description

Would like the OCR to find a description and populate the description field

• Carlin Lakey
• Nov 2 2022
• Shipped

Automatic Invoicing

Company	Emery Sapp & Sons
Job Title / Role	Accounting Systems Admin
I need it...	Yesterday...Come on already

• Comments (3)
• Votes (23)
• Merged ideas (1)

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• 
  Seth Gallagher commented

  September 01, 2023 16:54

  Agree with Heather's comment. The OCR would be cool, but what would be the most beneficial right now is a description field that could be manually populated.

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  Heather Jordan commented

  March 17, 2023 12:34

  Even if this field can't be OCR detected right away, it would be good to have a field in the process step that AP can at least enter text into. That would make things easier when they process in Vista - they don't have to open every invoice to find information about what job/equipment/expense the invoice is for.

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  Heather Jordan commented

  March 01, 2023 17:36

  This is a critical piece to streamline the process for the accounting team once the invoice is in Vista.

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• 6 Vote

  Add Invoice Description field to Automatic Invoicing process Merged

  We use the Invoice Description field as a reference for our PO number when entering AP invoices. It would be helpful to include this field in the Automatic Invoicing process so that we don't have to manually enter it.

  

  Created 31 Mar 13:43 by Melissa Sytsema

  Automatic Invoicing

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