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AV P-Trust

Attach files with Document Transmittal?

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We're currently auto-sending invoices via email through document transmittal.  I'd love to be able to attach additional documentation (remittance instructions, W-9, credit card auth form, etc.) with the invoices that are sent via email.  However, it doesn't appear this is possible in Sage 500.  Is there a way to attach additional documentation in document transmittal (or elsewhere) that will go out with our invoices when they are emailed?  The only thing I can think of is I'll have to turn off auto-send to have the invoices go to a specified Outlook folder and then manually attach from there before sending. Thoughts? Ideas?

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    Another way to easily submit Sage 500 ERP ideas is from the Sage 500 ERP business desktop center page.  

    This can sometimes be convenient as it us available while you are using Sage 500 ERP.

    Note that if your center pane has been customized, it might not appear.

    I can assure you that we do actually look at the ideas site when considering what to include in the next releases.  While most ideas will not get implemented due to the quantity of ideas, this is one of the areas we look at to try and determine what needs are on minds of actual customers.

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  • 0

    Another way to easily submit Sage 500 ERP ideas is from the Sage 500 ERP business desktop center page.  

    This can sometimes be convenient as it us available while you are using Sage 500 ERP.

    Note that if your center pane has been customized, it might not appear.

    I can assure you that we do actually look at the ideas site when considering what to include in the next releases.  While most ideas will not get implemented due to the quantity of ideas, this is one of the areas we look at to try and determine what needs are on minds of actual customers.

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