Next Generation i.SAF Default Mapping

^{Applicable version: 1.11.6 onwards}

Issued Invoices

Default Search

[STA-LT] iSAF Issued Invoices (id: customsearch_sta_lt_isaf_issued_inv)

Criteria

Open

1. The following transaction types are included by default:

   1. Invoice

   2. Credit Memo

2. If you have another transaction type that needs to be part of the report, update the criteria to include the former. Saved the search and assigned in the Localization Settings > i.SAF > Nex Generation > Issued Invoices Search

3. If you are using a different tax point date field, create a new version of this search and change the formula date field to the field you are using.

Results Columns

Open

Received Invoices

Default Search

[STA-LT] iSAF Received Invoices (id: customsearch_sta_lt_isaf_received_inv)

Criteria

1. The following transactions are included by default

   1. Bill

   2. Bill Credit

   3. Journal

   4. Expense Report

2. A new custom field has been added intended to be the “Invoice Number” in the line items of the Journal / Expense Report transactions.

3. The line in the Journals / Expense Reports should have an entity associated in the “Name” field.

Results