Business Office Manager at Illinois Sports Medicine & Orthopedic Surgery Center (ISMOSC)
Is Billy going to evolve over time? Right now I am splitting G/L codes for almost every invoice.
If Billy were to evolve, he would be able to read the base price on invoices then the tax or shipping fees and assign those G/L codes as well. Also, I noticed that if an invoice has a (-) or letters in the middle of the number, Billy won't pick up the invoice number correctly. That would be great if those things were to be worked out.
Hi Kari,
Thanks for the question. We have something called "table templates" for multi-line items, including the ability to have multiple GL codes which may help you address your tax and shipping fee coding. Our Customer Success Manager will reach out to you with more details.
Have a great day!
Jeanney
Billy has learned all of our Vendor and Invoice information areas. Even multiple line coding has been learned. When there has been gl options, Billy put the most used option at top. Making my job faster to process.
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