Creating a new bill from tray
Hi. I am having trouble creating a new bill from invoice from the tray. It doesn't do anything, but when I refresh the tray the invoice is no longer there.
I am getting around it by entering the invoice first, and then linking it to "existing document".
Just reaching out to see if anyone else is having this issue.
Hi DonnaLee1972,
That sounds like a sneaky little In Tray gremlin. We haven’t seen a current incident reported for this particular issue, so it may be worth clearing your AccountRight cache and trying again. Before selecting Create New Bill, make sure the document is fully processed and doesn’t have the blue processing icon, then refresh the In Tray. Also check Purchases > Bills first, just in case the bill was created in the background and the document has simply disappeared from view. Entering the bill first and then linking the document to Link to Existing Bill is a perfectly valid workaround. More information is available here: Working with uploaded documents. If it continues, you can contact support team through the Contact Us page.
Cheers,
Doreen
