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Attach an existing file link error in purchases

Hi,

I think I have found a small bug. When trying to “Attach an existing file that you have already uploaded to your Document Manager.” using the chain link in Purchase View


It only offers me files saved in the Invoices folder in Document Manager and this should be the Receipts folder for this page. It should default to Receipts in this case but would there be a case for allowing the option to select another folder as there may be a relevant file there and it would save duplication.
Not a widely used feature I am sure.
Cheers
Nick

Providing the receipt hasn’t been attached to another purchase invoice (i.e. it’s not in the pink coloured Receipt folder) it should be able to pick them up from any folder in the document manager.

If you move an already attached receipt to Receipt Hub, you should then be able to link it elsewhere.

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As I understood part of the idea for using existing files is not to duplicate unneccessarily and take up space. I didn’t realise that once a file has been linked to a purchase it cannot be linked to anything else. If I move the file to the receipt hub from the receipts folder it is no longer linked to the original receipt.
I had assumed that linking files was effectively a tagging process and that they would be a single database of files in the document manager. Also that any file may have multiple tags.
Sometime I want to link a file to a sale that is already linked to a purchase such as in the case of a direct recharge. Is this not possible.
I also wanted to have a file that is just a No Receipt note that will show in the purchase list so that at a glance I can see if any purchases do not have a receipt attached. If a purchase had no or lost receipt then it shows no file attached and when looking down the list has no flag and causes me to have to keep reopening the file to check.
Help me understand better how this works please.

As this limitation was removed for the sales side I cannot see why it can’t just be removed for the purchases side?

https://community.quickfile.co.uk/t/attach-existing-receipt-document-to-new-invoice/

Sales attachments use some additional mapping table. I’m not 100% sure but this could be related? We’ll take a look as soon as we can and report back.

EDIT:

OK that is the case. The sales attachment side uses an additional mapping table allowing a single item in the document manager to be mapped to multiple sales invoices. This mapping table holds additional meta data such as document notes. Unfortunately the purchase attachment side doesn’t yet have this capability.

I agree that it would be useful to be able to do this. I will move to the feature category for now and we’ll look into how much work the updates will require.

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