Accounting Connector Invoice | Your Ideas on improving CartonCloud

Accounting Connector Invoice Number added to Search For Anything

In the case a customer calls or emails with an invoice query they usually quote the Xero Invoice number.

This is not a searchable field in CartonCloud in 'Search For Anything' or on the invoice tabs.

The result is you need to click into multiple invoices for the customer in CartonCloud to locate the correct invoice or contact/redirect the customer to identify the CartonCloud ID on the Xero Invoice

Can we please have the Accounting Connector Invoice Number added to Search For Anything.

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Sep 9 2019
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Vincent Fletcher commented

25 Sep 05:43

Thank you for your patience! This enhancement was released today: https://cartoncloud.atlassian.net/wiki/x/G4CRH

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Guest commented

February 16, 2022 00:07

I agree, this needs to be implemented.

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To be able to search by Accounting Connector reference in invoices Merged

At the moment we can only search/filter by CartonCloud ID. It would be good if we could search/filter by the accounting softwares Invoice Number. As we already pull this information into the invoice after uploading to the software

Created 23 Mar 00:57

Accounting Software Integration / Billing

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Accounting Connector Invoice Number added to Search For Anything

To be able to search by Accounting Connector reference in invoices Merged

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