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Bug #6787
openShare invoice - Shared invoices still appear in unshared folder under 'Shared by Us
Start date:
01/31/2026
Due date:
% Done:
0%
Estimated time:
Description
Share Invoice [TM/GH] – Although the invoice is shared by TM/GH, when revisiting Relationships → Exchange Information → Shared by Us, the invoice still appears in the unshared folder
1. Login the LexiZ lawyers from TM / GH
2. Select any invoice
3. Click on share under action
4. Navigate to Relationships module
5. Go to View Relationships → Select the client to whom the invoice was shared
6. Click on Exchange information - share by us
7. Observe the shared invoice
It is displayed in unshared list. It should be displayed in the shared list.
https://drive.google.com/file/d/1_nWZoNh3nxCSUY1gTFoLcABD8H2ZdSna/view?usp=drive_link
Files
Updated by Soundarya Vembaiyan 8 days ago
- Status changed from New to Fixed - Pushed to Dev
Updated by Soundarya Vembaiyan 8 days ago
- Assignee changed from Soundarya Vembaiyan to Neela Chinnappa
Updated by Soundarya Vembaiyan 7 days ago
- File Screenshot 2026-02-03 094536.png Screenshot 2026-02-03 094536.png added
- Status changed from Fixed - Pushed to Dev to Fixed - Pushed to Staging
working
Updated by Neela Chinnappa 7 days ago
- Status changed from Fixed - Pushed to Staging to New
Issues are related to firm profile accounts (need to be verified with TM and GH user types).
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