One reference or number field should be for entering the Creditor's invoice number, and there should be an additional reference or memo field for entering your own reference or note. This would enable users to see important information in summary screens, and to search by a different field. For example, one insurance broker might invoice us for several different insurance types, but all are allocated to the same GL account. It would be extremely useful to search by insurance type, or at least see it listed on the summary screen when searching by Contact.
Emily Graham
supported this idea
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One reference or number field should be for entering the Creditor's invoice number, and there should be an additional reference or memo field for entering your own reference or note. This would enable users to see important information in summary screens, and to search by a different field. For example, one insurance broker might invoice us for several different insurance types, but all are allocated to the same GL account. It would be extremely useful to search by insurance type, or at least see it listed on the summary screen when searching by Contact.