InTray

8 Topics

In Tray: Attach Invoice Document Directly from Purchase Window
The In Tray functionality for purchases was a great addition and is extremely useful. I'd like to suggest being able to attach the invoice to a Purchase directly from the Edit Purchase window. Currently, if I'm editing a purchase and notice that no invoice has been attached, I can't just click an"Upload File" button. I need to exit the purchase, go to In Tray, Add Document, Link to Existing Bill, find the original Purchase I was working on and then link the uploaded document. It would be extremely useful to avoid all of these extra steps and just have a one-click upload feature, similar to the Unlink button you already provide in the Edit Purchase window.
snowbie2 9 years ago Place MYOB AccountRight ideas exchange
3.5KViews
17likes
3Comments
Yet another post about items disappearing from the intray
More specifically, if I try to create a new bill from an in tray document, then discover there was a PO raised, I conver the PO to a bill. Unfortunately, when I go back to the in tray, the document is no longer there to attach to the newly created bill. It is also not attached to the bill. I also tried refreshing the screen. It's like the software thinks, well, she tried to use this one already so let's get rid of it. On the other hand, If I start to create a new bill from a document and change my mind and cancel out, then the document is still in the in tray, ready to be processed again later. This is what I think should happen in the first scenario as well. Yet another thing that used to work but now doesn't. Please fix it.
H-TS 3 years ago Place AccountRight: Sales and Purchases
263Views
1like
0Comments