Update The Format of Reference Number Syncing to Xero

Posted 25 days ago by Vanessa Jennifer Cornejo

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Vanessa Jennifer Cornejo
Vanessa Jennifer Cornejo

Hi Support,


I’d like to raise a feature request regarding how reference numbers are pushed from WorkGuru to Xero.


Currently, the reference field in Xero combines both the PO number and the invoice number. We’ve found that this causes issues with duplicate detection in Xero, as it doesn’t recognize duplicates when both values are included.


Would it be possible to adjust this behavior so that only the invoice number is used as the reference? Alternatively, could a setting be introduced to allow users to configure the reference format?

Thanks in advance for considering this request.


Best regards, 

Vanessa

4 Votes


1 Comments

A

Adriana Bracko posted 3 days ago

Yes, I would also add that  the current reference field formed by "POnumber | SuplierInvoiceNumber" is preventing Xero from successfully generating an ABA file for batch payments due to non recognized special character | . Each time we attempts to generate a batch payment file, it becomes necessary to manually edit all synchronized POs to remove the special character.   

3 Votes

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