I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all complian...
Sales: In Tray - attach documents
Sharne
7 years agoPartner
This would be great especially as many businesses are trying to reduce their paper usage.
One of my clients is a Real Estate business. All contracts are prepared in a specialised RE program/database. I then enter the contract details into MYOB. If I could attach a copy of the report to each then I wouldn't need to keep paper copies. PDF copies are saved on the server but I have to go in & find the property folder so I'm often flicking between screens. But being attached I could access it immediately.
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