The Add Attachment button in SM Invoices opens a Windows dialog for you to attach a PDF that is on the hard drive. We need to attach the Completed Work Order Report and other attachments to the invoice that are already attached to the Work Order. Now we need to go into the Work Order, download the attachments, then when Invoicing, attach the files. This is time consuming and inefficient.
We should be able to select from a list of attachments to the Work Order to include with the invoice.
Dave Deutschman
| Company | University Mechanical Contractors |
| Job Title / Role | Technology Manager |
| I need it... | 1 month |
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Even better would be to have a configuration option to always include certain attachment types to the Invoice.