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Account Code: This must exactly match with an account set up in your accounting software to allow for successful integration from Wise Owl Legal to your accounting software. Wise Owl will create accounts within the external accounting program if the header account matches in both systems. E.g. Client Outlays: << This is a header account
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This should be set to ‘Client Outlays:<Name of Item>’ for it to display within the same setup as your original OWL setup |
External Code: This field is for the External Item code used in the external accounting system. Depending on your accounting system, it will either appear in an Item Listing or under the Categories > Products/Services areas.
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This should be set to ‘Disbursement:<Name of Item>’ for it to display within the same setup as your original OWL setup |
Below is an example of a new purchase item.
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