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Set your own file path to recover attachments

My colleague and I were thrilled to discover we could drag and drop invoices into the Batch Invoice program in Suppliers after upgrading to 26.3.245.

This morning we realised we can only recover invoices we have added ourselves as the default location is the C Drive.

At the moment we are using a hybrid system - Auto Entry for one company and Batch Invoice entry for our smaller company. As we have both agreed to stop using Auto Entry, we thought this new feature would save us time by us not having to Print pdf each Purchase invoice to a specific location on a shared network drive.

Secondly from a security perspective if people are relying on this feature alone to save copies of invoices, they may not be aware it is only saved to a local drive. I would be curious to know what happens to these invoices in the event the user migrates to a new machine or something were to happen the current machine.

As we are both very keen on the potential of this new feature, would you please allow users to set their own default folder for saving? This would allow multiple users to quickly view the invoice where the default location was a shared network folder.

Sandy Gallagher
  • in reply to Helen J Hunt

    ...but hoping to migrate to Sage Drive and hoping the path continues to be simple!

  • We have defaulted our data to an E:\ drive rather than C:\ and the file path for the purchase invoice attached is E:\Sage \Company.0**\Transaction Attachments\Purchase Transaction 69559.  69559 is the audit reference. Seems logical.  

  • Re attachment of files.  Some previous comments regarding this - it would be useful if we could set up our own file path for attached documents.  Currently Sage creates it's own folder and this does not reference a supplier name or date.   Sage also creates a new folder each time an attachment is made - this makes it difficult to navigate.     By creating a specific supplier invoice path, the document can be made available to others within the organisation who do not have access to Sage - purchasing for example (note we use two different software solutions)  Also when you remove an attachment the paperclip remains which is misleading.

  • in reply to Sandy Gallagher

    Hi Sandy,

    Just to get further clarification you're dragging and dropping your attachment from an email directly into Sage 50 Accounts either on the batch invoice / Supplier Activity screen?

    Or are you dragging and dropping from your email client directly into the C:\ where your Sage data is kept?

  • in reply to Ian C

    Hi Ian,

    We have tried both ways but the most recent test was adding a file already saved on our network. I added it and when my colleague tested it she got the same error as above.

    Our indexing on our network drive is quite good so we don't need to add the invoices as attachments from our network drive as this would be an additional step for us.

    Dragging and dropping invoices from our mailboxes would have been a massive time saver for us.

    Otherwise there isn't really much benefit to the feature at all.

*Community Hub is the new name for Sage City