Option to add types to the "Document Type field"
Create and add new document types to the Type field on the item details page.
Viktoria Barsony
shared this idea
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Haris and Co
commented
proforma is currently being marked as type - other so there should be an option to mark it as proforma invoice?
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Jeewantha Dissanayake Mudiyanselage
commented
Hi Team
I need to create additional document types for my business. Right now I can only see a standard set of documents e.g. Receipt, ATM withdrawals, Credit note etc.
However, due to the nature of my business it is critical for me to have few more types of document types:
1) Cash Payment Voucher
2) Cheque Payment Voucher -
Alan Cherwinski
commented
Allow users to customize the pick list of "Types" under resources. At the very least add a new type which could be understood to a contract or SOW. Needing to keep the contracts in a separate repository unconnected to the invoices is not a good design.
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Ty Chapman
commented
Under type have a Quote and/or bid/estimate/proposal option. I currently use the "Other" label but it is limited because I can't put a Quote number. Extra credit would be being able to tie invoices to the quote. Then if I could publish the quote to quickbooks, and then publish the attached invoice so that i could pay the invoice and see how much is left on the proposal, that would be next level.
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Johann Lubbe
commented
Can DEXT please add to the list of document types "Proforma Invoice" and "Quotation" on the Cost/Supplier section