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Default Notes: This will auto fill into the description field on the pay now, pay later or expense recovery screens. Enter notes in brackets to indicate to the user that they must fill in this information specific to the situation. For example, 'Title Search for [enter address]'.
Invoice Item: This is an item that is created under the invoice item list and will assist in allocating the outlay with the correct GST code. It also allows linking between outlays and the external accounting system.
Account Code for Auto Created Invoice Item:
Account Code (external accounting link): This must exactly match with an account set up in your accounting software (most likely ReckonAccounts Desktop), to allow for successful integration from Wise Owl Legal to your accounting software.
External Code (external accounting link): This field is for the External Item code used in the external accounting system.
Below is an example of a new purchase item.
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