Forum Discussion

Meegies's avatar
Meegies
Experienced Cover User
5 years ago

Attachments on Purchase Quote or Purchase Order?

Hi   I uploaded a quote to my In Tray, and when I clicked "Create New Bill" and change Purchases Type to "Quote" or "Order", the attachment disappears. Nor does it return to the In Tray. If I toggl...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi Meegies 

     

    AccountRight currently only allows for the user to attach documents to Bills or Spend Money transactions.

     

    When you change the status of that purchase within the Enter Purchase window to be Quote it would be removing that option from the Attachments as document attaching is not currently a feature of purchase quotes. To my knowledge, attachments to purchase quotes is not something that is actively being considered for development at this time.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi Meegies 

 

AccountRight currently only allows for the user to attach documents to Bills or Spend Money transactions.

 

When you change the status of that purchase within the Enter Purchase window to be Quote it would be removing that option from the Attachments as document attaching is not currently a feature of purchase quotes. To my knowledge, attachments to purchase quotes is not something that is actively being considered for development at this time.

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