Audience: Accounting Manager
Summary: Reviews the two different types of memos that MineralTree has and where they would appear.
MineralTree memos can show up in two places. One is on the emailed remittance sent to your vendor upon the authorization of payment and the other is on the check stub when paying by check.
The administrator can choose to have one of two values appear on the memo field: either the vendor's Customer Account number, or the contents of the Memo field on the invoice related to the payment.
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
The following character limits apply.
MineralTree Web Application Data Fields
- "Memo" field in MineralTree UI: 1,000 characters
- Note for Intacct integrations: You will see this field labeled as "Description" instead.
Physical Remittance - varies by field and check type.
- Check Type: Window Envelope
- Field: Remittance Stub Memo Line: Truncates after 30-40 characters*
- Field: Check Memo Line: Truncates after 30-40 characters*
- Check Type: Pressure Sealed
- Field: Remittance Stub Memo Line: Truncates after 30-40 characters*
- Field: Check Memo Line: Truncates after 10-15 characters*
Email Remittance - consistent across all integration and payment types.
- Email Body: Memos per invoice are never truncated.
- Attached PDF: follows same truncation rules as Check Type: Window Envelope.
*Please note that these are approximate character counts, as there is a dependency on the width of each character, for example, a "W" will take up more space than "I".