Sage 100

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Paperless Backup to Journal Entry

Posted By MindyRaa over 8 years ago

Our company currently has the paperless module installed, which saves all journal entries as a PDF to the shared drive when we click print. I am being asking to find the best way to also get our backup paperless. We currently use Doc-Link for all accounts payable and my idea is to have everything go through here as an ERM configuration, but it seems to be a little more of a challenge than I originally thought. Would anyone care to share how they currently save the backup so it is somewhat attached to the journal entry and easy to find within the shared drive? Or how they go there ERM configuration setup to read JE's?

Thanks in advance!

Steve Passmore over 8 years ago

In Paperless Office's Journal and Register Maintenance (Paperless Office > Setup > Journal and Register Maintenance) you can enable the option to 'Prompt for Associated PDF During Journal/Register Printing'.

Using your example of Accounts Payable, with that option turned on when you print the A/P Invoice Register you would be prompted for a file to associate with the A/P Invoice Register PDF. That could be a PDF created by scanning all of the original vendor invoices that were entered into A/P Invoice Data Entry.

In the Journal and Register Viewer you will see a column for Associated PDF. If you highlight a row with an Associated PDF there will be a button on the right side that allows you to view the PDF.
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Sage 100

Paperless Backup to Journal Entry

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