Attaching documents to credit memos in FE NXT

It would be useful to be able  to attach documents (backup) to a credit memo just like when we enter invoices and attach documents to them.    

  • Guest
  • Aug 2 2019
  • Implemented
  • Attach files
  • Nicole Soos commented
    March 03, 2022 18:37

    This is a "no-brainer"!

  • Jennipher Noble commented
    October 14, 2021 15:39

    I agree! We will add this to review for future consideration.

  • Guest commented
    August 19, 2021 18:19

    It makes sense to attach a copy of the invoice for a credit memo, so you go back and verify what the credit was for. As Dena said it is a Credit Invoice! Also you should be able to add Credit memo through Expense Management. This way the Supervisor is aware of the credit.

  • Dena Hartsuyker commented
    July 06, 2021 15:29

    I agree Credit memos should be able to add an attachment. This is a credit INVOICE!

  • Carol Bosma commented
    January 26, 2021 18:21

    It makes so much sense to be able to add an attachment to the credit memo like you do for an invoice!! Not sure why CM are not set up the same way. The CM should also be a choice from the Payables Menu just like Invoices & Vendors.


    I have to currently attach the credit memo file to every invoice that it is applied to. It would certainly make more sense to have it attached to the credit memo so it isn't forgotten as a document reference to the reduction of the invoice amount.

  • Mike Zumbaugh commented
    September 19, 2019 13:08

    I agree - why do credit memos not have the same functionality???