Home Vendor Reconciliation How do I map reference or description fields for each row?

How do I map reference or description fields for each row?

Last updated on Apr 28, 2026

Short Answer: Use the "5. Reference / Description" field to select one or more columns (shown tags: "Doc Type", "Invoice No.", "P O No", "Description", "Currency", "Remarks").

PreRequisites

  1. Header row is set so column names are available

  2. You can identify which columns should be combined into the reference/description

Steps

  1. Confirm header labels appear in the preview and identify which columns you want for reference/description.
    You can see columns like "Doc Type", "Invoice No.", and "P O No".

  2. Click into "5. Reference / Description" and select the desired fields (they will appear as tags with an 'X').
    Selected columns appear as removable tags in the field.

  3. Review the preview to ensure the combined reference/description matches what you expect.
    Preview reflects the selected reference fields for each row.

Troubleshooting

  1. A needed column is not available to add as a tag.
    LikelyCause: Incorrect header row or the column name differs from what you expect.
    Action: Set the correct "2. Header row" and verify the exact column label in the preview, then re-open "5. Reference / Description" to add it.