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Bug #1976

open

Delete Invoice - If the invoice is deleted, It should be deleted in Document section and also in the shared folder if the invoice is shared

Added by akhila bs over 1 year ago. Updated about 1 month ago.

Status:
New
Priority:
High
Assignee:
Start date:
07/17/2023
Due date:
% Done:

0%

Estimated time:

Description

Steps:

1. Log in to Lauditor.
2. Navigate to Invoices from the left-side panel.
3. Click on the Create tab, fill in all the required details, and save it.
4. Go to the View tab.
5. Select any invoice, click on Action, and then choose Delete.

Expected Outcome:

The deleted invoice document should no longer appear in the Documents, Relationship, Matter, Emails modules, and the shared folder [Relationship].

Link - https://drive.google.com/file/d/1UD1G7pwGB58TJwBz4FQLPdeI7_dmbhfr/view

Steps:

1. Log in to Lauditor.
2. Navigate to Invoices from the left-side panel.
3. Click on the Create tab, fill in all the required details, and save it.
- Client Name: Vengadesh
4. Navigate to the Documents module.
5. Click on the View tab.
6. Select the client from the dropdown: Vengadesh.
7. Click on Action, then choose Delete for the document: Vengadesh Invoice Document.

Note:
Once the invoice document is deleted in the Documents module, it should no longer be reflected in the View-Invoice, Relationship, Matter, Emails modules, or the shared folder.

Link - https://drive.google.com/file/d/17cxyGJ2DZ64VC25M5L8hv0WKRAZFXoYk/view?usp=drive_link

Actions #1

Updated by muskan mathur over 1 year ago

we will take this up later

Actions #2

Updated by muskan mathur over 1 year ago

  • Tracker changed from Bug to Feature
Actions #3

Updated by Vengadeshwaran R about 1 month ago

  • Tracker changed from Feature to Bug
  • Description updated (diff)
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