Hi I can't seemt to link a document to a recurring bill. If I pre-create a bill and click 'Link a source document' it comes up with an error 'Network request failed'. I know it's not my internet connection because if I create a bill manually then link a document, it works. I also tried going into the 'In Tray' and link the document from there to a pre-existing recurring bill. It tells me the document has been linked successfully but when you go into it, there's no document attached and the document still exists in the In Tray. How do I link documents to recurring bills?

Hello KathK The above-mentioned is the only workaround at this point in time for the error mentioned. The cause of this is under investigation so that it can have a permanent resolution.

Can't link a document to a recurring bill transaction

13 Replies

Replies have been turned off for this discussion

KathK
Experienced User
3 years ago
Hi Chris

Yes I tried that, creating a manual bill then attaching a document to it, and it works. But it defeats the purpose of having a recurring bill already set up every month and then just linking a document to it.
Can this recurring bill be fixed and set up so that we can just link a document to it every month?
jlyall
Experienced User
3 years ago
Totally agree Caitlin. Unless linking of invoices is enabled or fixed, there is no point to using recurring bills. I will be deleting all my saved recurring invoices and recreating them manually by duplicating past bills. Agree very frustrating as I now have to go back and recreate past bills in order to attach the matching invoices.
jlyall
Experienced User
3 years ago
Hi Caitlin, apologies I saw your post yesterday but didn't get a chance to respond. I have not seen any update but have spotted a potential work around which I am trialling today and should know the result tomorrow. I had a similar problem with a really old open bill that I wanted to link an invoice to and gave me the same issue as a recurring bill in that it would not link from the in tray. I picked up and dragged the invoice from my emails across to the attachments box within the bill and voile it worked and saved. I will keep you posted how my recurring bill test goes.
ChrisMYOB
Former Staff
3 years ago
Hello KathK

The above-mentioned is the only workaround at this point in time for the error mentioned.

The cause of this is under investigation so that it can have a permanent resolution.
CaitlinR
Contributing User
3 years ago
Any progress here? I have exactly the same problem. So frustrating that we can't use recurring bills if we want to link a document each time. Surely this is basic functionality?
henry_
Contributing User
3 years ago
Agree with the other users on this post, this is ridiculous that we need to delete a recurring bill and create it again just to link a document. This needs to be fixed asap as it's a basic function
sueoptom
Experienced User
3 years ago
Has this been fixed yet? I have the same problem. Seems they have the functionality for recurring bills but we cant use it! Very frustrating
jlyall
Experienced User
3 years ago
It works. Test complete. I created a recurring bill and successfully attached the invoice by using the attachments area rather than the in tray. Refer to my earlier post for instructions.
CaitlinR
Contributing User
3 years ago
Looking good from my end too. Will set up some new recurring bills and double check, but my test worked too.
KathK
Experienced User
3 years ago
Yes! It worked for me too. Create the recurring bill and drag the PDF invoice to the attachments area at the bottom of the page. Rather than going to in tray and link document to exiting bill. Well done team. Great solution.