Happy New year! I need ideas on how to manage documents that are attached in the variouse screens within our Sage 100C. We receive most Vendor/Subcontractor documents via email then have to download it,make sure it is a PDF to attache it to the Appropriate screen in Sage ie., W9 = Vendor screen, Invoice = Payable Invoice etc... so here are my questions;
- After I attach it in Sage can I delete it from my Desktop Files?? If not, then better ways to organize and save space? We work on an offsite Host so email to desktop to sage is not fun. Space = $$
- Where do you attach copies of Lien Releases for Payments??
- It would be nice to be able to see a catalogue of Documents attached to Vendors, Clients, Jobs??
- Still cutting checks for vendor payments, where are You filing the Paystubs or paper CC Receipts??
- Certificates of Insurance update, do you delete the previous years pdf of cert when you save the Current one? How does that work with Insurance Audit?
Any other ideas for getting paperless?
Thanks for your thoughts