Set the posting line text template

Set the posting line template as part of initial customer onboarding, before the first documents flow through. Changing it later is fine but only affects new postings — historic postings in the ERP keep the description they were created with.

What is the posting line text?

When Nordflow posts a document to your ERP, every accounting line includes a text description. This template controls what that description says. It is separate from the payment text template — your accountants and auditors see the posting line text when reviewing the ledger.

Where: Customer profile → Accounting

1. In the left sidebar, navigate to Customer profile → Accounting.

2. Scroll down to the Posting line text template field (below the payment text template).

3. Enter your template using %-prefixed tokens and any literal text you want.

   Token	Inserts
   %supplier_name	The supplier’s name (default)
   %invoice_number	The supplier’s invoice number
   %line_number	The line’s position on the document (1, 2, 3 …)
   %order_number	The captured PO number, if one was found on the invoice

4. Click Save.

Example templates

• Common: %invoice_number %supplier_name
• Multi-line invoices: %invoice_number %supplier_name L%line_number
• Order-matching customers: %invoice_number %order_number %supplier_name

Note

The default template is %supplier_name alone. This is valid but gives no invoice context when you look at the ledger later.

Related: Posting line template tokens explained