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Bluemanta
Level 2

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I spoke with LEVEL 3 support and they agreed with me this may be a bug or bad design.

 

Here are more details:

Scanned document can only be attached once. After it has been attached to a transaction it is no longer available to be attached to another transaction.

This forces me to scan the same document again for each transaction I would like to attach it for - Not efficient and not desired.

 

In addition:

  • It creates duplicated copies of the same attachment in the \Attach\<companyFileName>\Txn sub directory.
  • The Doc Center popup window (through the attach button) should show all files from both the \Attach\<companyFileName>\INBOX and \Attach\<companyFileName>\TNX folders as available documents for attachments. The main Document Center windows does this already and I'm not sure why the smaller popup window shows the files in the \Attach\<companyFileName>\INBOX sub-directory only. Please see attached image showing this issue

Furthermore, I'm not sure why QB is managing the document-to-transaction associations through the file system instead of maintaining the transaction-to-file associations in many-to-many relationship in a database table and keep only one copy of the physical file rather than creating duplicates.

 

I also submitted a bug report through QB and would like to encourage everyone to submit similar reports to make the developers pay attention to this critical issue.

 

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