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if there was a option to attach all relevant documents to customers accounts on sage, saving the amount of paper and files you need to keep it could all be stored in once place.
It would be great if we could have a hyperlink in the attachments field to a scan of the document that has been processed through an Authorisation / Document Management App.
Current attachments, if manually posting, are a copy. No option create hyperlink…
We would like to see Sage follow the latest cloud trends and allow clients to upload receipts, purchse orders etc via an app which can read the data and send to their bookkeeper or accountant for approval into Sage 50c. Having this would negate the use…
we are a transport and waste company and it would assist us (reduce paperwork / time) if we could upload through memo or capture the associated items that go with the job (invoice).
These could be -
proof of delivery / collection
orders
waste…
Is this a good idea?
'What type of documents would you like to attach - to what in Sage 50 Accounts?'
Ive seen different suggestions on the community regarding this but all mean the same from mobile image capture to saving documents directly.
https…