Can't link a document to a recurring bill transaction

[KathK]

Hi

I can't seemt to link a document to a recurring bill.  If I pre-create a bill and click 'Link a source document' it comes up with an error 'Network request failed'.  I know it's not my internet connection because if I create a bill manually then link a document, it works.

I also tried going into the 'In Tray' and link the document from there to a pre-existing recurring bill.  It tells me the document has been linked successfully but when you go into it, there's no document attached and the document still exists in the In Tray.

How do I link documents to recurring bills?

[ChrisMYOB]

Hello @KathK 

Thank you for your post.

If you are getting the error message "Network request failed" when trying to link a document to a bill. 

You will need to delete the bill, and then create a new bill using the InTray document by clicking the ellipsis (3 dots) button at the end of the document line and choose to Create bill.

If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.

[KathK]

Hi Chris

Yes I tried that, creating a manual bill then attaching a document to it, and it works.  But it defeats the purpose of having a recurring bill already set up every month and then just linking a document to it.

Can this recurring bill be fixed and set up so that we can just link a document to it every month?

[ChrisMYOB · Accepted solution]

Hello @KathK 

The above-mentioned is the only workaround at this point in time for the error mentioned.

The cause of this is under investigation so that it can have a permanent resolution.

[CaitlinR]

Any progress here? I have exactly the same problem. So frustrating that we can't use recurring bills if we want to link a document each time. Surely this is basic functionality?

[jlyall]

Totally agree Caitlin.  Unless linking of invoices is enabled or fixed, there is no point to using recurring bills.  I will be deleting all my saved recurring invoices and recreating them manually by duplicating past bills.  Agree very frustrating as I now have to go back and recreate past bills in order to attach the matching invoices. 

[KathK]

Yes I've been deleting all my recurring bills too and just entering manually. Duplicating it sounds good. Saves some data entry.

[henry_]

Agree with the other users on this post, this is ridiculous that we need to delete a recurring bill and create it again just to link a document. This needs to be fixed asap as it's a basic function

[sueoptom]

Has this been fixed yet? I have the same problem.  Seems they have the functionality for recurring bills but we cant use it! Very frustrating 

[CaitlinR]

No updates that I've heard - very frustrating and as others have noted - should be a basic function!