Steven_M
10 years agoFormer Staff
Hi BMCShazz
When it comes to the In Tray you can upload a document to the In Tray and then you get two options: create a new bill or link to bill. If you have the transaction that you want to link that document to already in the system as an order you would first need to convert the order into a bill. Once it is a bill you would link the In Tray document to it.
This idea has been added to the AccountRight Idea Exchange to allow for the documents to be linked to order and also to convert those orders into bills during the linking process.
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