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
    3 Mar, 2022 06:37pm

    This is a "no-brainer"!

  • Jennipher Noble commented
    14 Oct, 2021 03:39pm

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

  • Guest commented
    19 Aug, 2021 06:19pm

    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
    6 Jul, 2021 03:29pm

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

  • Carol Bosma commented
    26 Jan, 2021 06:21pm

    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
    19 Sep, 2019 01:08pm

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