Deleting from In Tray

Hi kowelec,

Thanks for your post, and welcome to the Community Forum! Once you've linked a source document from the in-tray to a bill or transaction, you can typically delete the document from the in-tray without affecting its presence on the bill. However, it's important to note that once a document is deleted from the in-tray, it cannot be recovered. To retain a copy of a document before deleting it, it's recommended to download it first. For detailed instructions, please refer to this help page: Working with In tray documents

Feel free to post again, we're happy to help!

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Regards,
Earl