This guide has been reviewed against our global client base and classed as relevant to all regions
The bulk document importer has been further enhanced to ease understanding when using the works order invoice and property inspection views
This has resulted in the following two label changes
1. Works orders view From Works Orders view (to import supplier invoices):
This makes it clear that the works orders shown in the importer are based on the date the works orders were marked as completed |
2. Property inspection view From Property Inspections view (to import inspection documents):
This makes it clear that the property inspection appointments shown in the importer are based on the date of the property inspection appointment |
The document importer can be used from version 12.159+
For more information on enabling and using the document importer, click here:
Import and attach documents in bulk via document importer - configuration option