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.3.5KViews17likes3CommentsYet 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.263Views1like0CommentsRECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please please. Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. as per a response to the post below from October 2022.......>>>>>>>>>>> Melisa_D 10,735 Posts Former Staff October 2022 Hi@EileenK, Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. Instead of using recurring transactions you could createbank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills. Cheers, MelisaIntray - Auto Processing
To apply in both AR Desktop and Browser Intray need the ability for the Intray to automatically process accounts payable bills. Utilising the default expense account attached at the supplier level Would request that a "Rules" based system be setup that enables bills from certain suppliers be automatically processed from the Intray, directly to the Bills/Accounts payable section.