Browse By Tags

I know how to add attachments to emailed invoices, but I understand all recipients get the same attachment. How do I email invoices, each with it's own unique attachments?

Hello, While trying to setup automatic email delivery in Sage 100 Advanced, I'm stuck at the portion where I setup the SMTP settings in Company Maintenance. I've verified I have the correct IP with my IT company and using the correct port. No matter…

I created a BOI script that selects a batch of invoices, PDF's them, emails them, updates and PDF's the sales register and updates and PDF's the DTR in 2022 Advanced. The script works fine when run manually from the desktop. When running it from Windows…

We are struggling with an intermittent problem in Paperless Office; sending SO Invoices in Customer Viewer. The system will indicate the invoices have been sent with a "Y" yet they never hit our Exchange server. Our company has a Sage 100 Advanced V2023…

Hello, We recently had a user who needs the PDF converter reinstalled locally. However, when attempting to access the File>Run program feature on her machine (so I can run the otherwise hidden Sage 100 program feature), it said she's not authorized…

Good morning. Does anyone know of utilities to purge records from the pl_journalPDFlog or to rebuild these files? Over time this file gets fairly large. Can the log be purged without deleting the PDF files? Thanks so much.

I am trying to apply the Sage 2020.1 update. During the update, when it scans for corruption it says that PL_JournalPDFLog.M4T has an ambiguous "file discrepancy" in it. The instructions say to simply Rebuild Key Files for any discrepancies, but alas…

I am getting the following error message from Paperless when I try to resend an invoice using that module: (I've changed the names of the email addresses for privacy purposes) Error on 'SendMail'. ChilkatLog: SendEmail: DllDate: Jan 19 2012…

We are experiencing extreme lag when posting Journal and Daily Transaction Registry. This has slowed significantly in the last couple of months and would seem to be tied to Paperless / Adobe PDF. Our Test Company environment without paperless office is…

Hello. We upgraded from Sage 2020 to Sage 2022 and we are receiving the usual printer not activated or can not process lock files, etc. Error 30, etc. We have seen this and resolved many times by going into PL_Advancedoptions_UI and uninstalling and reinstalling…

Hello all, I constantly get a popup to log into my account with microsoft every time I try to test the Oauth email settings. When I do actually try to log in, the page fails as seen in below screenshot. Everything is filled in on the company maintenance…

I have a Sage 100 end users that is a long time Office 365 user for emailing Paperless Office Documents out of Sage 100. I am in the process of moving them to OAuth (we are Basic still in our Live Companies). I had their IT Group perform Steps 1 and 2…

In the SO module we currently use paperless Output Office for printing SO's and SO invoices. Is there a way to use paperless for printing the picking sheet "Pick Sheet"? Thanks

We have paperless office setup and it works very well but the only thing is once in a while an invoice is not printed correctly and so it's not in the folder is there any automated way to go back and to grab missing invoices and have them reprint to the…

Hello, We use Sage 100 > DM2 which has some additional journals that are not available with the standard Sage 100 product and therefore are not options to auto-save in the Journal and Registers Maintenance module. Is it possible using a user-defined…

Hello All, I was wondering if there is a module that allows you to email statements to customers using the email already used in their respective customers account.. I'm sure this is an option somewhere, but i cannot find where. thanks, Garrett…

Does anyone have any documentation or support for the following question? Our IT group is asking this prior to allowing our us to send out payroll DD stubs using Sage Paperless Office. The PDFs are marked to use the SSN as the password 'For the attachments…

I have two end users that often email Purchase Orders Internationally...both to China. On occasion both end users are unable to send their email, they get the long/cryptic Paperless Office error that ends with: Failed to read beginning of SSL/TLS record…

Experts, I have an issue with automating invoice emails through Paperless from the AR Invoice History Printing report. The code below works fine in my test environment but fails (without an error) in the target environment. My test environment is…

I created a button script that sends out a Sales Order Form via Paperless Office. We are not using the regular printing interface because the users don't have to select the form code, and we are also writing the print/send date to UDF. I built the script…

AR Customer Statements are printing / pdf / paperless delivering blank pages. There is a documented "work around" for printing to do a crystal suppression formula... but that does not stop the "pdf all" or other paperless output options from doing blank…

I am trying to figure out how to create a VI job to be able to change all of the customers for a sales person to email Sales Order & S/O invoices. I've tried exporting AR_CustomerDocuments and AR_CustomerDocumentsContacts, but neither of those seem to…

Hi forum folks and Happy Friday! I have a customer that would like to CC a specific inbox any time we send SO Invoices and orders via Paperless Office. We have been doing this by adding this CC email to the "To Additional Email Addresses" Field under…

v2019.3. The help files only describe Y & N.

Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?