In Tray: Ability to convert Orders to Bills

The workflow for matching a supplier invoice to an order is needlessly complex.  There should be an option to link when you select to use an existing order after selecting Create New Bill.

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Projex wrote:

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"

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 H MYOB - you did not listen to Projex golden tip for your company. We know this is the reason - Projex is saying hey guys, do something about it.

PS to Projex - this response means they are not interested in your suggestion as they feel it is plenty good enough already.

Hi,

New user here.  Looks like the issue of linking the In Tray documents with orders has been brought up since 2015.  It's 2021 already and we still do not have this option.  A lot of users have pointed out that it it very time consuming to be creating bills first before you can link the invoice.

Any update on this feature?

Thank you.

I agree - being able to add attachments to orders would be fantastic - if you are then using manual order books, you can attach that order if it requires additional confirmation from authorisors at bill payment time - they can see a copy of the manual order with out having to request the order book.

Also I would like to be able to add attachments to sales invoices - for situations such as buyer created invoices sent by places like Fonterra, AFFCO, Bank interest certificates, Dividend statements etc.