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
Alex6
3 years agoUser
The attachment feature in purchases is very handy.
Any chance of doing the same in sales?
- kls19743 years agoUser
I agree, would be great to attach PO's to sales.
- Jason_RA3 years agoUser
I have been sending emails of invoices and get the choice to add a file. Obvioulsy if a file was already attached you should be able to select that file to send.
ATM I can not see any audit trail in the send email that I actually did send an attachement.
- LynnH3 years agoPartner
I am thinking that just might have to look at Xero for this functionality
Related Content
- 3 years agoSuso1961
- 3 years agoADFADHIS
- 3 years agoDanielleWSW