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  • Email SO Invoices with Attachments

    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?

  • Are First and Last Names needed for printing or eFiling 1099s?

    I thought I read a post about this, but now I cannot locate one. When we have Vendors with SSNs, like in this ABC Vendor below, we expect the First Name and Last Name fields to be filled out, but they are not: Of course we get this message, which…

  • Setup Paperless AR Statement Delivery SOP

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

  • Paperless office report viewer only show documents in "All Documents"

    I've printed paperless office financial Reports. Now when I go to the Report Viewer, I only see the documents with "All documents" selected. I was expecting to filter on "GL Financial Report" to see them. However, when I filter on "GL Financial Reports…

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