Link bill to spend money transaction
If I am in the tray and select a bill, I am unable to link it to a spend money transaction from an account that is not in the bank feed.
Forum Discussion
Hi Katherine85
That is correct software behaviour.
The In Tray will allow the user to link documents to existing bills or create new bills or spend money transactions from the document.
If you have a document that is required for an already generated spend money transaction it would need to be linked to the transaction through the Banking>>Bank transactions window*. Alternatively, you can upload the document directly to the transaction (it can't be linked from the In Tray using this method).
*The transactions shown in this window would only be ones that have come from bank feeds or imported through a bank statement file.
