Onboarding: connector checks and follow-up session

Hi Imran, I've been through the finance connector load from yesterday and the invoices are appearing against customer records. Most look right. A small number have no customer attached, which I suspect is down to references typed differently in the accounting system. I haven't changed anything. Could you take a look at the unmatched ones when you have a moment and tell me whether they are genuine one-off customers or the same sites under another name? Then we can decide whether to add a mapping rule or leave them as they are. I'd also like to book the follow-up session. Early next week would suit me. Tell me what works and I'll send the invite. Thanks, Laura

Hi Laura, Sorry for the slow reply, I was out on a site visit on Friday and Monday. Since last time I've looked at the unmatched invoices. Most are the same sites under a trading name that differs from the one in routing. A few I can't place, and I'm not going to guess on those. I'd rather leave them unmatched than attach them to the wrong customer, because I couldn't easily undo that. I also raised a question with your helpdesk about the refresh timing, but it's not urgent and I think it's down to how I set the schedule. I'll tell you if that turns out not to be the case. For the follow-up, Wednesday morning works for me. Could we start at 10:00? I'll test the mapping rule beforehand so we're not doing it live. Imran

Hi Imran, That's helpful, thank you, and no need to apologise. I agree on the ones you can't place. We'll leave them unmatched and revisit once you've had a chance to ask the finance team. Better a short list of known gaps than a quiet error. Wednesday at 10:00 is fine, and I'll send the invite this morning. I'll look at the helpdesk question before then so we can close it off in the session if it is the schedule. See you then. Kind regards, Laura