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Product Ideas

In Tray: Ability to convert Orders to Bills

Cover User




2 Posts
Cover User

The In Tray appears as it develops will be a great asset and time saver. 


If you can link to an exisiting bill, You should be able to link to an existing order.


We eneter our orders (yellow) then send to our supplier. hen the invoice comes in we change to a bill (blue). This allows us to keep track of backorders etc.


If you could link to an existing order with your in tray invoice why could you not automatically change the order to a bill?. Basicall In tray only works for bills only. If this would change it would benefit a lot of businesses.


In tray is a great step forward.


"In Tray Concert Orders to Bills"

Current Status: Open
Last Changed: February 2015

Hi @Projex 

Thank you for your feedback in regards to the In Tray with AccountRight.

Currently you can only link the In Tray documents with bills. This is due to the fact that order doesn't have accounts affecting it until its been converted to a bIll. 

However I would encourage others that would like to see the In Tray documents to be linked to orders and possible convert those orders when linked to vote and comment if required.

1 Post
Cover User

Please add the ATTACHMENT to Purchase Orders

2 Posts

Yes, Please! Smiley Happy