Configure which product type prefixes route to the H (Homeview) invoice when splitting D/H jobs.
Enter the product type prefix (text before the colon in line descriptions) and press Enter to add. e.g. HOMEVIEW CAVITY SLIDER
Business rules the AI reviewer checks against when reviewing invoices. One rule per line.
Default invoice due date by contact. First matching rule wins; an empty pattern acts as the catch-all default. Used at import time when the source quote has no DueDate.
Rename a contact at import time before the invoice is created in Xero — e.g. Placemakers Nelson (Sales) → Placemakers Stoke (Sales). The first matching rule wins. Use exact to swap only the precise name, or contains to swap any name containing the text.
Route invoice emails for matching contacts to a specific address instead of the email on the Xero contact. Useful for AP inboxes (e.g. all Carters branches → creditors@carters.co.nz). The first matching rule wins.
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