Populating the Reference field in Xero
This article explains your options for populating the reference field in Xero from Autotask
The sync tool has the capability to automatically fill the reference field by utilizing the purchase order option from Autotask. Additionally, the reference can be populated using the invoice notes field; however, please be aware that this feature must be enabled by our support team at this time.
Please Note: Purchase order and Invoice notes are trimmed to a max length of 50 characters.
Logic Flow
