When I post an invoice or purchase through the "In Tray" module I can only bring in the actual file but I would like to set up folders showing different months (eg. February 2020 or March 2020 to fin...
It would be great to be able to add folders to the In Tray to keep it more organised. For example, I would create a folder called "Credit Card", and move all my credit card invoices to that folder which would make it easier to find when I process the credit card statement at the end of the month. Similarly you might create a folder for a particular supplier, and dump all their invoices in the folder to be processed later.
totally agree with Miggelley.. improving the functionality of the intray would be a HUGE plus. Would be great to be able to use more edit functions eg. selecting more than one item at a time. The current state of it is so limited its frustrating (atbest..)
Miggelley wrote:It would be great to be able to add folders to the In Tray to keep it more organised. For example, I would create a folder called "Credit Card", and move all my credit card invoices to that folder which would make it easier to find when I process the credit card statement at the end of the month. Similarly you might create a folder for a particular supplier, and dump all their invoices in the folder to be processed later.