Verdant
7 years agoExperienced Cover User
As a very small business owner of just myself and one other casual employee, I am often a little behind on my paperwork. I also try to run a paperless office. So it would be great if I could add a document to an existing order rather than having to turn that order into an invoice, before I pay it.
Otherwise I find myself having to open the pdf document, enter the details from the invoice into the order, which means jumping from screens back and forth, and then having to go back into the In Tray to add documents, then add it to the invoice. There is a bit of doubling up. All of which takes up precious time.
On another note, it would also be great to link the document when you are actually in the order or invoice screen.,
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