Purchase Order - Add attachments when copied to bill
When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill
Tracey McNamara
shared this idea
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Veronica Tuke
commented
up until just today i've worked around the purchase order attachment issue when creating a bill by sending the attachment to files, then picking it up again. until today, as far as i know, the attachment on the p.o. was at top r/hand of p.o., with the option to send the attachment to files using the red cross/file option. the attachment today is annoyingly at bottom left, and no sign whatsoever of the option to send the attachment to files. is this something i'm misunderstanding? currently this option is NOT AT ALL HELPFUL!
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Annah Johnstone
commented
Agree completely, opening files to download from the PO and then attach to the bill is fiddly and time consuming.
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Adrian Mitchell
commented
Yes - i know the originating PO is linked in the History section of the Bill, but it would be very useful to have the actual attachments on the Bill.
If it's inefficient to have a second Copy of those same attachments then maybe there could be an option to just move them from the PO to the Bill?
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Jamie Adams
commented
Yep - amazes me how this isn't a automatic occurrence - what a waste of time having to download all the invoices from the field guys and then upload them all as I pay their bills!