Be able to add a bill from supplier directly to the payment when clearing items

Idea suggested by Ana Urbina 6 years ago

When you are clearing your open items/ bank movements be able to create the bill and add the image of the bill directly rather than having to create the bill and then link it/alloacte it

2 Replies

With regard to adding the image of the bill, you can attach documents while adding new transactions on the bank explain page. See this support guide for more information.

Hi Ana,

It sounds as though this is already possible. When explaining a bank statement or processing a Money in/ out, if you click Add New Transaction, the system will automatically create a REC prefixed invoice for receipts and PAY for Payments.

Tommy

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