Receipt Import - Enhance File Processor QIF to also use Org Code / Remove case sensitivity
Enhancement to QIF File Import Type to allow clients to include Org Codes in lookup. Option is only available where File Processor is QIF.
This is unticked by default. If ticked/enabled, will use the following logic:
Check to see if match is found based on Org Code; if no match, then
Check to see if match is found based on “a Receipt Ref” UDF (not case sensitive); if no match, then
Check to see if match is found based on “a Receipt Ref 2” UDF (not case sensitive); if no match, then
Check to see if match is found based on “a Receipt Ref 3” UDF (not case sensitive)
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votes
AdminRussell Budgeon
(Product Owner, MRI Software)
shared this idea
This has been released as part of v2023.2.0