Supplier End of Month Statement Upload
I just had a query about where should we upload each supplier's EOM Statement?
It is great that you can upload a copy of a supplier's invoice to each individual bill entry, but what happens at the end of the month when we receive Statements from the suppliers.
Do we upload them into the Contact card section?
Or should there be a separate area in the Contact card for EOM Statements to be uploaded?
Because as more and more businesses go paperless we need to file these Statements somewhere.
Thank you.
Bridie Duffell
shared this idea
Hi Bridie, this is really up to the business to decide but as you've suggested at present an end of month statement from your Supplier could be attached as a file to their Contact record - this way you can keep track and compare the previous months statement to the next.
Alternatively, you could look at creating a folder in the Files inbox that you could upload all Supplier end of month statements too. Really depends on your needs.
@Elle, in the opposite flow to what you're asking here. From a Contacts record you'll see that you can currently +Add from file library so it's possible to attach files that you have uploaded to your library to a contacts record.
-
Elle Young
commented
Thanks, but when you receive 30+ statements each month it would be very time consuming to find then open each contact to then attach a file. It would be far quicker to attach the file to a client via the files library.
-
Elle Young
commented
It would be great if from files we could attach the supplier statement to the contact.
Forward the email with the statement to files > tick > attach to contact > done. I usually check that the statement matches my records prior to forwarding to files.
I am currently holding them in a xero files folder called supplier statements but it takes forever to rename them so I can find particular statements later. It would be so much easier if they were connected to the contact.