Adding Attachments in AP Module
It would be nice if we had to ability to attach files in the AP Module. We could eliminate the need to look anywhere else for copies our invoices. This would allow us to be paperless, research potential AP issues quicker, answer vendor questions, centralized location to research our job costing.
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Taylor Greiving
- Mar 3 2020
- Developed
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Add an attachment box to the vendor invoices to attach vendors invoices in JobBoss
Merged Eliminates need to manually file vendor invoices1 Developed
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Attachment Tab for account Payable
Merged I would like an option to attach Invoices saved from my emails to document in Accounts Payable We are in the process of upgrading ECI/Jobboss1 Developed
Related ideas
Was this ever developed? I cannot seem find more information on this but this would save a lot of time and energy sorting through AP - is there also a method to include an approval for this?
We have 2020 - how is this helpful? You have to save the file first in order to be able to browse for it and then save it to the AP/Vendor Invoices...you might as well leave it in the file folder you save it to in the first place.
It can be merged with this request
https://ideas.jobboss.com/ideas/JBCORE-I-465
This enhancement was pulled into our roadmap, and will be available in our first 2020 release.