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Bug #3592

closed

View Relationship - Individuals / Entity - More Details : Invoice sharing issues.

Added by Vengadeshwaran R 5 days ago. Updated 3 days ago.

Status:
Closed
Priority:
Normal
Start date:
11/12/2024
Due date:
% Done:

0%

Estimated time:

Description

Steps:

  • Login to Lauditor
  • Click on Menu
  • Click on Invoice
  • Click on create tab and Create an invoice with any clients and save it. [Ex: Content Coffer]
  • Click on Menu
  • Click on Relationship
  • Click on view relationship tab
  • Click on Individal or Business Tab
  • Choose any clients and click on More details . [Ex: Content Coffer]
  • Click on share
  • Choose “Client Document “ Tab
  • Select recently created invoice documents and click on Share button.

While revisiting the same clients and Recently shared invoice document not listing in Shared by us .Additionally existing documents are disappear.

Issue 2:

  • Login to Lauditor
  • Click on Menu
  • Click on Invoice
  • Click on create tab and Create a invoice and save it [Ex: Coffer connect]
  • Click on View tab and choose any invoice and click on action button
  • Click on share.
  • Click on Menu
  • Click on Relationship
  • Click on view relationship tab
  • Click on Individal or Business Tab
  • Choose any clients and click on More details [Ex: Coffer connect]
  • Click on Shared by us
  • Shared invoice document should be displayed in Shared by us , but it’s displayed on the unshared list .

Issue 3:

Step:

  • Login to Lauditor
  • Click on Menu
  • Click on Invoice
  • Click on create tab and Create a invoice and save it [Ex: Coffer connect]
  • Click on View tab and choose any invoice and click on action button
  • Click on Menu
  • Click on Relationship
  • Click on view relationship tab
  • Click on Individual or Business Tab
  • Choose any clients and click on More details [Ex: Coffer connect]
  • Click on Shared by us
  • Unshared the any invoice documents and click on share.

While revisiting the same clients and Existing documents are disappear in Shared by us.

Note : Above 3 issues are applicable for all Individuals ,Business Tab.

Link - https://drive.google.com/file/d/1n4vLS3Fezj_ssymGzL8BPOdVYEMCO09s/view?usp=drive_link

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