Forum Discussion

Experienced Cover User

6 years ago

Solved

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
6 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.

Steven_M

Former Staff

6 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: