Projex's avatar
Projex
Cover User
10 years ago
Status:
Open

In Tray: Ability to convert Orders to Bills

The In Tray appears as it develops will be a great asset and time saver. 

 

If you can link to an exisiting bill, You should be able to link to an existing order.

 

We eneter our orders (yellow) then send to our supplier. hen the invoice comes in we change to a bill (blue). This allows us to keep track of backorders etc.

 

If you could link to an existing order with your in tray invoice why could you not automatically change the order to a bill?. Basicall In tray only works for bills only. If this would change it would benefit a lot of businesses.

 

In tray is a great step forward.

 

"In Tray Concert Orders to Bills"

Cash Out
Purchases

42 Comments

Sort By
Show More
  • Bellejayne's avatar
    Bellejayne
    Contributing Cover User
    10 years ago

    I voted for this! Have been entering bills all morning and it has been very time consuming to chnge to bill before being able link an invoice! 

    Please make this happen ASAP!!! 

     

    Thanks, Bellejayne:smileyhappy:

     

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi Kym__Yeoward 

    Thank you for your feedback and alternative suggestion to what we could include in the In Tray to match orders. I've shared your thoughts with the team.

  • Kym__Yeoward's avatar
    Kym__Yeoward
    Ultimate Partner
    10 years ago

    An alternative - perhaps if the In Tray module could have a link to "Show orders from this supplier"

    - then users could convert their order before matching it.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Hi Projex 

    Thank you for your feedback in regards to the In Tray with AccountRight.

    Currently you can only link the In Tray documents with bills. This is due to the fact that order doesn't have accounts affecting it until its been converted to a bIll. 

    However I would encourage others that would like to see the In Tray documents to be linked to orders and possible convert those orders when linked to vote and comment if required.