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Status Shipped
Created by Guest
Created on May 3, 2019

Associating documents to invoices are not showing

As a bookkeeper I want to be able to attached a document to an already existing invoice.

Note: Invoice will already have other documents attached.

Steps bookkeeper takes:

1. Upload document on dashboard

2. Searches for Invoice and whatever.

3. Then searches for document that was just uploaded.

4. Then goes to details in invoice

5. Now associates uploaded document to invoice or whatever

  • Nice to have: Relate that uploaded document number for easy upload

  • After relate there is no notify

6. Then the bookkeeper has to go find the uploaded document one more time

7. Then the bookkeeper returns to the invoice and the document is displayed

  • Would like to use this number to Relate the uploaded document to the invoice

  • Attach files