Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
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Paul Williams commented
to be able to transfer purchase invoices from one company to another
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Christopher Smith commented
We operate a number of associated companies. Now and again we have receipts that need to be entered into a different company than the one that was scanned for.
It would be nice if we could move a receipt (or send to XYZ company Ltd) by a single click to one of the other companies, without having to re-upload to the other company. -
Michele Grisdale commented
It be be a time saver to be able to transfer a document from one account to another account. I have two clients in two countries and they often submit to the wrong account