Unable to Upload Invoices in in-tray
Am I the only one experiencing this as I'm not able to upload any docs and invoices in the in-tray.
It is only showing a gray when I upload docs and invoices (i've attached the image showing this). Can anyone help me please? I have many docs to process..
I'm currently using 2020.2.2 version.
Hi RB28
The Customer PO No. would be relating to the invoices listed in the table so you would need to add that value via a column to the table. This is opposed to a field that will not change based on the individual line data i.e. the company name.
To add a column to a table on a statement customise form you would do the following steps:
- Navigate to Setup>>Customise Forms>>Statements
- Select the desired layout and form before selecting Customise
- Within the Customise Form window, right click on the Statement table
- Select Show/Hide Columns
- Choose the required column you wish to add and then Show >
- Select Ok
That column will now be listed in the table and can be moved or resized. Check out Help Article: Add tables to forms for more information on those processes.