Internal & External Invoice References
Today we’ve added Internal and External References to Invoices, making these fields more easily visible, and also searchable and filterable.
Previously, the Internal Reference (eg: W.E 07/09/2024 (CartonCloud:23213)) was used under the hood for providing a reference to Accounting Connectors (Xero, MYOB, Quickbooks), but it was not easily visible from within CartonCloud.
Similarly, the External Reference (invoice number from Accounting system, eg: INV-10423) was stored within CartonCloud, but was not easily visible and required going into the invoice in order to find.
Now, these fields are directly visible on the Invoices List screen. They can also be used in filters and searched for directly on the page, making it much easier to find specific invoices.
This enhancement was suggested to us through our ideas portal.
For more information please see our knowledge base article.