How to Manually Assign Receipt Numbers When Nimbello Automation Faces Limitations
Nimbello offers powerful automation tools designed to reduce the manual effort required to manage invoices by automating key tasks. While these automations streamline much of the process, certain situations (such as identifying the correct receipts based on available data) may still require manual intervention. This guide will walk you through how to manually assign receipt numbers when the system is unable to do so automatically.
- Click "Edit": Locate the invoice and click the "Edit" button to begin manual adjustments.
- Select the Receipt Number: From the drop-down menu, choose the appropriate receipt number that you want to apply to the invoice.
- Enter the Quantity: Type in the quantity of receipts you wish to assign for the selected receipt number and click "Add"
By following these steps, you can ensure that your invoice is accurately matched with the correct receipts, maintaining the accuracy of your financial records.