Settle integrates seamlessly with your accounting software by pulling in Customer/Project codes that you’ve already set up. This allows you to assign these codes to line items in Purchase Orders (POs) and Invoices. When synced back to your accounting software, these codes enable detailed project-based or customer-based cost tracking.
Add a Customer/Project code
Access the PO or Invoice
Navigate to the PO or invoice where you want to assign Customer/Project codes.Add Line Items
While adding or editing a line item, look for the Customer/Project Code field.Select a Code
Use the dropdown menu to select the appropriate Customer/Project code. The options in the dropdown are directly pulled from the codes you’ve set up in your accounting software.
By assigning these codes, you ensure accurate tracking and reporting for projects or customers in your accounting system. If you have questions or encounter any issues, reach out to our support team for assistance.