Hi Monicas,

Please feel free to take a look at Liaison Messenger EDD by Liaison Software, it can automate this process for you. Liaison Messenger EDD relies on your existing print procedure so there is no training the end user. The only change to the print selection is that you print with the Messenger EDD print driver. 

As an example, let's say you go through the standard Statement print selection in Sage 300 and select all customers with a balance of X number of days. By printing with the Messenger EDD print driver a PDF of the print stream is created and sent to the Messenger EDD print server which you have running (as a service) in house on a workstation, server, or in a hosted environment. Once the PDF is received it then follows a rules script related to the statement report and then batch emails, batch faxes, prints, archives and attaches supporting documentation.

A key feature of Liaison Messenger EDD is its ability to attach supporting documentation to outbound documents. It also allows you to automatically print the attachments or archive them grouped with the initial doc. processed.

One very popular feature if Messenger EDD is its ability to attach all invoices listed on the statement to the statement in one PDF.  

For more information please reach me at 800.811.4618 x201, [email protected] or visit our website at www.liaisonsc.com/liaison-messenger-edd        

Regards,

Tom Nielsen
Liaison Software
800.811.4618 x201
[email protected]

Hi Monicas,

Please feel free to take a look at Liaison Messenger EDD by Liaison Software, it can automate this process for you. Liaison Messenger EDD relies on your existing print procedure so there is no training the end user. The only change to the print selection is that you print with the Messenger EDD print driver. 

As an example, let's say you go through the standard Statement print selection in Sage 300 and select all customers with a balance of X number of days. By printing with the Messenger EDD print driver a PDF of the print stream is created and sent to the Messenger EDD print server which you have running (as a service) in house on a workstation, server, or in a hosted environment. Once the PDF is received it then follows a rules script related to the statement report and then batch emails, batch faxes, prints, archives and attaches supporting documentation.

A key feature of Liaison Messenger EDD is its ability to attach supporting documentation to outbound documents. It also allows you to automatically print the attachments or archive them grouped with the initial doc. processed.

One very popular feature if Messenger EDD is its ability to attach all invoices listed on the statement to the statement in one PDF.  

For more information please reach me at 800.811.4618 x201, [email protected] or visit our website at www.liaisonsc.com/liaison-messenger-edd        

Regards,

Tom Nielsen
Liaison Software
800.811.4618 x201
[email protected]