I'm looking to confirm whether there is a way to setup in JobPac the automated ability to check for both Debtors & Creditors whether the following details are correct (if so, how do we set this up):
ABN Number
ABN Status
GST Status
BSB Number (using automation this could then be used to automatically populate the branch details)
ASIC Checks.
I know this is possible within Excel, and I'm led to believe this is possible (at least for Creditors ABN Numbers) within JobPac.
Ideally, we would have an ongoing automated check with flagging of when statuses change) rather than simply checking at initial setup of Creditor and Debtor.
Company | Saunders International |
I need it... | 1 month |
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Hi Michael,
We do not have this currently but it is on our medium to longer term
Roadmap.
Unfortunately, we are unable to give a timeframe at this stage.
The idea would be to do regular checks by scheduled API calls and flag
Creditors who fail checks or require review.
cheers
Andrew