Forum Discussion

Aileen_6300's avatar
Aileen_6300
Experienced Cover User
5 years ago

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 th...
  • Steven_M's avatar
    Steven_M
    5 years ago

    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.

Aileen_6300's avatar
Aileen_6300
Experienced Cover User

Thank you Sir, that worked and I've successfully deleted the incorrect attachment and fixed the correct one to the transaction.  Your instruction was clear and concise.  Is there a way to NOT have all the entries going back to 2014 come up when I'm trying to attach a document via the In Tray.  I'm pretty sure it used to only come up with the transactions that didn't have an attachment...  I guess that's changed now that you can attach more than one doc to the transaction... I don't believe it's very helpful.  Previously if I needed to attach more than one doc - I'd just scan the two together and will continue to do so, which means only one attachment is needed.  sifting through zillions of transactions to find the one I want is such a SLOW way of doing it...   And NO I can't attach as I go along, as we are NFP organisation with audited accounts, so every invoice has to be stamped 'Approved' and initialled by the Manager after it has been stamped 'Posted' with its code information written on it.  

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi Aileen_6300 

 

Currently, the Link to existing bill window will list all bills, there is no provision in AccountRight 2019.4 to remove a transaction from that list.

 

If you do wish to limit the list to make the transaction you intend to link the document to easier to find, you could look at select the Supplier from the dropbox provider. Alternatively, if you click into the table and select Shift+CTRL+F this will bring up the Advanced filtering for that window. This will allow you to search for a record on-screen. For example:

 

  • Aileen_6300's avatar
    Aileen_6300
    Experienced Cover User
    5 years ago

    Thank you Steven... you're a gem.  :)

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