Objective
Adding account references to your projects and suppliers on StructShare to match your Accounting software.
Background
Adding the account references to your projects and suppliers will enable you to import the invoice data into your accounting software and for it to be mapped to the correct customer/vendors.
Things to Consider
Required Permissions:
Note that only ‘System Admins’ and ‘Invoice Admins’ can add account references against the projects and suppliers.
Recommendations:
Copy the account references directly from the accounting software and paste it into the appropriate fields in StructShare to ensure accuracy when importing.
Steps: Adding Project account references
From the ‘Home’ screen in StructShare, click on the ‘Company Account Settings’ gear icon in the top right corner.
Click on ‘Project Information’.
Click on the pencil on the left hand side of the project you would like to add an accounting reference to.
Paste the project reference into the ‘Accounting ref’ field in the ‘Update Project’ pop up.
Click on the blue ‘Update’ button and click on ‘OK’ and ‘Update’ button again
Steps: Adding Supplier account references
From the ‘Home’ screen in StructShare, click on the ‘Company Account Settings’ gear icon in the top right corner.
Click on ‘Supplier Information’.
Click on the organization name you would like to add an accounting reference to.
Paste the vendor reference into the ‘Accounting ref’ field in the ‘Update Supplier’ pop up AND click on the drop down that pops up (see image below)
Click on the blue ‘Update’ button
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716