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Forum Newbie
Group: Forum Members
Last Login: 3/28/2008 6:47:05 PM
Posts: 4,
Visits: 5
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| Is there a way to have the client ref number, applied to the PO field of the QB invoice?
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AyaNova Sales & Support
Group: Administrators
Last Login: 3/10/2010 4:05:03 PM
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| Hi The Client Ref # text from the AyaNova workorder copied to the PO field of the QB invoice is not a feature of QBI. We do have it on our development list to look into adding as a new feature for a future QBI version. There is a question that development has regarding this potential feature: as multiple worokorders can be invoiced through one QB invoice, what would be your suggestion about what happens when two or more of those multiple workorders have different Client Ref #? How does QBI choose which Client Ref # goes on the invoice, or should all Client Ref # on all the workorders be added to the PO field in the QB invoice, or ? We are interested in hearing suggestions regarding this from you as well as from any other QBI user. - Joyce
- AyaNova Sales & Technical Support
- http://www.ayanova.com
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Forum Newbie
Group: Forum Members
Last Login: 3/28/2008 6:47:05 PM
Posts: 4,
Visits: 5
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| Perhaps if a client reference number is included in the ayanova work order the invoice generated should be a single invoice rather than multiples for the same customer. We use client reference fields to associate our ticket with a contractors ticket so they prefer to see a single referenced invoice to each work order.
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AyaNova Sales & Support
Group: Administrators
Last Login: 3/10/2010 4:05:03 PM
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Junior Member
Group: Forum Members
Last Login: 11/11/2009 3:46:53 PM
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| Was this ever implemented? Is it possible to export the ayanova client reference # to quickbooks PO # field using QBI?
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AyaNova Sales & Support
Group: Administrators
Last Login: 3/10/2010 4:05:03 PM
Posts: 2,189,
Visits: 5,026
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| Hello No, the data from the Client Reference # field does not export to the QuickBooks PO # field using QBI Instead, as per the previous post, the Client Reference # field can be displayed on a QuickBooks invoice via Descriptive Text. See http://www.ayanova.com/qbi5webhelp/service_workorder_data_that_ca.htm for more details on all the fields from the service workorder you can have show on the QB invoice including the Client Reference # - Joyce
- AyaNova Sales & Technical Support
- http://www.ayanova.com
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Posted 3/27/2008 7:15:44 PM
