Hello
I'm trying to link a document from the intray to an existing bill. Only problem is, if I search for the bill from the 'Link to Existing bill' screen, the bill does not appear (others by the same supplier do, but not the one I need). If I search for it via the purchases screen, it's there and classified as open.
Has anyone else had this occur and is there a workaround?
Hi BL01,
Thanks for your posts. I would like to extend to you a warm welcome to the Community Forum. Thank you for sharing your concern with us and apologies for the delayed response. We are grateful that you found this forum valuable to your query. We apologize that you are facing issues linking a document from the In Tray to an existing bill. We appreciate your patience and understanding on this matter.
Regarding your inquiry, a possible reason is that you cannot link a document to a bill within a locked period. You will need to turn off the locked period preference by going to Setup >> Preferences >> Security tab or changing the locked period to an earlier date.
Our Article Working with In Tray documents have instructions on how to do this within AccountRight.
Feel free to come back to the Community Forum if you have any more questions, we are more than happy to assist.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
Thank you Leneth however this unfortunately did not work. The invoice in question is dated September 2023 and the periods are locked prior to 30 June 2023.
Hi BL01,
Thanks for your detailed post I'm sorry to hear about the challenges you've been experiencing. I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response. To address this issue, I suggest clearing your AccountRight cache: Clearing the AccountRight Cache This problems can occasionally arise due to corrupted cached data.
Feel free to post again, we're happy to help.
Regards,|
Earl
