We plan to use the program for our Accounting functions. I do not see where we can save a copy of a paid vendors invoice in the vendors contact folder. I see we can save documents to the client matter, but not the vendor contact. AM i missing something? If that is something the program can not do, then i request it be considered by your development team.
Thank you for your message! The Accounts Payable section under Accounting would be the best place to manage vendor bills for the firm and keep track of when they’ve been paid. However, I understand you are looking to attach the paid invoice.
Currently, the ability to add documents to vendor bills in Accounts Payable is not available. I will certainly submit this feature request on your behalf.
In the meantime, we suggest you create an ‘administrative’ matter. You could then use our document storage to organize administrative documents, like paid vendor invoice copies.
For additional information, please contact our support team: support.cosmolex.com