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I want to create a field on my invoice and cash record that automatically populates the matching reference number. eg. when an invoice is matched to a cash record a matching reference is created. The status of the invoice is then automatically changed to matched and paid - I want this to trigger the automatic population of the matching reference field 

 

We're using financial force
4 answers
  1. Nov 9, 2020, 12:10 PM
    Hi Emma, did you manage to create the formula field with the advanced tab > field picker?
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