Audience: Accounting Manager
Summary: Reviews the two different types of memos that MineralTree has and where they would appear.
This can be configured independently for the remittance (both email and the "stub" that is mailed to vendors with the check) and for the check itself. In both cases, these settings are company-wide; they cannot be configured per-vendor. For more information on where to configure this, look at Administrator Privileges.
Customer Account Number
The information on the memo lines of the remittance and the actual check can be determined in one of two ways:
Vendor Account Number: Navigate to the Vendor Details Page and scroll down to Payment Preferences.
Memo line from the invoice
Accounting Managers can enter a custom memo line while coding the invoice from the Invoice Details Page.
While there is no character limit for these fields, it will start to truncate for the remittance memo at 35 characters unless the payment method is a pressure sealed check, in which case the truncation starts at 15 characters. For the memo on the physical check, it will start to truncate at 110 characters.