In most of the accounting system integrations we set up, we use the following standard mapping between Assist and the order/invoice fields in the accounting system wherever possible.
In the accounting system | In Assist | Comment |
Delivery date (Delivery Date) | Job created | This will most likely be changed later to the "service performed" date once that function becomes available. |
Delivery location | Customer address |
|
Order date | Order date |
|
Our reference | The user who approved the invoice for export. | In future we may switch this to the driver who carried out the service. |
Your reference | Contact person on the order |
|
Internal reference
When we export an invoice to your accounting system, we add the following text as a comment:
Internal ref.: 104-335-203
This reference helps you trace an invoice in your accounting system back to the right order or job.
The reference is structured as follows:
Internal ref.: (Job number-Order number-Journal number)