Unlinking Invoice
There used to be an unlink icon where the invoice is attached to the transaction... I can no longer see it and I need to unlink a document that has been incorrectly linked. WHY cay I no longer do this simple thing? PLEASE someone help me... it's also just taken far TOO long to link docs because when I check the box to bring up paid invoices it gives me EVERYTHING back to 2014 so heaps and heaps of scrolling - this used to only bring up the invoices that didn't have a document linked to it. WHY has this also changed?
Hi Aileen_6300
With the release of AccountRight 2019.4, we added the ability to attach more than one document to a Bill transaction. As a result of that, the In Tray document and the options for that (unlink, enlarge...) have been moved into the Attachments button on the Edit Purchase window (located at the top of the window).
To unlink a document attached to a purchase with AccountRight 2019.4, you do now need to go into the transaction, select the Attachments option before highlight the desired document and selecting Remove (at the top of the Bill Attachments window).
Do let us know how you get on and if you require further assistance.