Method Community

Anyway to attach a document to a bill? It would be nice to be able to verify that the line items entered in the bill match the original paperwork rec'd from the vendor.

Hi JohnnyW, 

Unfortunately this is not a stock feature, however it can be done with some customization. If you want to try and customize it yourself I would suggest copying the CRM_EditDocumentLink screen and reverse engineering the actions used to link other records such as an Activity. I would also look into the Document... buttons that link the active recordID such as on the Quickbooks_Invoice screen. 

If you're interested in learning more about customization we have some webinars here near the bottom of the page. Alternatively, I could put you in touch with an in-house consultant or you could contact a Method Solution Providers. Hope this helps. 

- Jason