In Tray: Ability to convert Orders to Bills

It would be nice to have the ability to attache documents orders and other paperwork to an order.

Currently this option is only available in an invoice.

However if this could be done in the form of an order then carry the attachement accross once converted to an invoice this would be very helpfull for not just purchases but also sales.

Please add the ATTACHMENT to Purchase Orders

Hello,

Would like to be able to attach documents to purchase orders rather than only when it becomes a bill.

i.e. proformer invoices.

We should be able to attach a document to a Purchase order. 

MYOB Accountsright 

Hi MYOB

I was wondering if you can Please allow us to attached documents and files to a Purchase or Sales Order NOT just a Bill or Invoice.

Then when you commit a order or a purchase to a Invoice or a Bill it carries over the same attachment.

This feature would be very helpful to us.

Thank-you Kindly

Hi Projex 

Thank you for your feedback in regards to the In Tray with AccountRight.

Currently you can only link the In Tray documents with bills. This is due to the fact that order doesn't have accounts affecting it until its been converted to a bIll. 

However I would encourage others that would like to see the In Tray documents to be linked to orders and possible convert those orders when linked to vote and comment if required.

An alternative - perhaps if the In Tray module could have a link to "Show orders from this supplier"

- then users could convert their order before matching it.

Hi Kym__Yeoward 

Thank you for your feedback and alternative suggestion to what we could include in the In Tray to match orders. I've shared your thoughts with the team.

I voted for this! Have been entering bills all morning and it has been very time consuming to chnge to bill before being able link an invoice! 

Please make this happen ASAP!!! 

Thanks, Bellejayne:smileyhappy:

The steps for me at the moment are:-

enter order, receive goods, change order to a bill, Enter invoice details, click ok, 

and NOW as an extra Go to In Tray, Select the pdf of the bill and link to existing bill.

that to me is adding an additional step to my process.

It would be a lot better to link the "In Tray" to an existing order.

The OCR does not work for me on my system, at the most the date and invoice number get filled in and no other detail, and the way I see it, it would only be of benefit, if you didn't use the Order function at all as it does not link to the order.  Great to have the pdf actually linked to look at in the future though on the invoice, just that as I say, it is an extra step in an already long process.