Invoice Automation settings useful for Jobpac integration.
UOM - Unit of Measurement default label for invoice lines
Introduction
Lentune integrates to many accounting and project management software systems such as Acreddo, CostCon, Fergus, Jobpac, myob, Procore, SimPro, quickbooks, Xero. Please contact us on support@lentune.com to get your systems talking to each other, or if we haven't mentioned the system that you would like to integrate to.
These settings are useful for integrating to some job management systems, e.g. Jobpac, where your system requires them.
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- Default invoice analysis unit description: This is the default for the Unit of Measurement label (UOM) for an invoice line.
- Invoice no. allowed characters: This determines if Lentune should validate invoice numbers for non-standard characters or not.
- Invoice analysis unit description max length: The maximum length for a unit description label for the Unit of Measurement.
Settings
These three settings are found in the Invoice Automation Module Settings.
- Start at Administration > Settings > Invoice Automation Module.
UOM - Unit of Measurement default label for invoice lines
In Invoice lines, you may add a Unit of Measurement label (UOM). This will be brought in as part of the OCR extraction process when invoices are fetched.
You can determine the Default invoice analysis unit description (UOM), i.e. the default label for the Unit of Measurement (UOM) for an invoice line if no specific label has been added in the line. When your finance team see that Unit of Measurement label in an invoice line, it alerts them to check that line to update the UOM label to the correct unit name.
NOTE for Jobpac integration:
Jobpac populates any blank UOM field with the label Each, which could also be a valid label. This makes it difficult to differentiate between a valid label and a blank label that has had the label Each added by Jobpac. Using your own specific label avoids that field being populated with the word Each when integrated to Jobpac.
If you want to see more easily in Jobpac that it should not be Each, you can select a different label for invoice lines that have not had a specific label added, e.g. Empty.
To set this default label:
- Click to Administration > Settings > Invoice Automation Module. On the General tab, scroll down.
- Default invoice analysis unit description. Enter the word you wish to use for invoice lines that have blank description, e.g. Empty. This label should be a maximum of 5 characters for Jobpac users.
- Click Save.
Allowable characters in invoice numbers
You can determine if your invoice number may contain any type of character or only standard characters by setting the field called Invoice no. allowed characters. This setting is useful if you do not want strange characters appearing in your invoice numbers.
The options are:-
- All: This will allow any characters in the invoice numbers, with no validation.
- Non Control characters: Lentune will validate the invoice number when the invoice is being approved, and warn you if there are illegal characters in the invoice number.
Most Users would have this set to All.
- Click to Administration > Settings > Invoice Automation Module. On the General tab, scroll down.
- Invoice no. allowed characters: Select All or Non Control characters.
- Click Save.
UOM field label maximum length
Where your system requires the user of Unit of Measurement (UOM), and you have set your default label, you can also set the maximum length that this label can be. This is done in the setting Invoice analysis unit description max length.
This is useful for systems that integrate to Jobpac, where the maximum length for this field label is 5 characters.
Once the setting has been saved, Lentune will validate this when invoices are being approved, and warn you if the field is too long.
If you have set the Default invoice analysis unit description, you may wish to restrict the length of this field name.
To set this field:
- Click to Administration > Settings > Invoice Automation Module. On the General tab, scroll down.
- Invoice analysis unit description max length: Enter the required maximum label length. For Jobpac users, this should be 5.
- Click Save.
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Last updated: 29 May 2024