Purchase Order and Sales Invoice emailing and attachments


We have many customers that are asking to be able to have the attachments in both Documents and Incoming Documents be automatically attached to the email when emailing the Purchase Order or Sales Invoice. The person can then choose which ones to remove. Right now they save the attachments on thei...

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5 Comments

Category: Financial Management (341)

STATUS DETAILS
New

Export Reimbursements to a Bank File in North American version


Employees are usually paid by EFT. However, EFT is not supported for type employee in the North American version. It is only supported when Bank Data Conversion Service is used which we do not use. We use Data Exchange Definition for our EFT export formats and it is not supported for employees' ...

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1 Comments

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1 Comments

Category: Financial Management (341)

STATUS DETAILS
New

Routine to delete attachments


We are able to attach documents to multiple records in BC. Our customers are requesting to be able to delete these attachments after 7 years, the time required by the legislature to keep them in record.

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1 Comments

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1 Comments

Category: General (458)

STATUS DETAILS
New

Keeping Incoming Documents when Purchase Order is Archived


When closing /deleting and archiving/ a Purchase Order any attachments that are in incoming documents are not showing up when viewing the Closed Purchase Order in Archived Purchase Orders. Purchasing is always attaching documents to Purchase Orders to support any changes to accounts and dimens...

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0 Comments

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0 Comments

Category: Purchasing (112)

STATUS DETAILS
Needs Votes

Support attachments for Deposits


Our customers are asking to have incoming documents and/or attachments supported on Deposits and then transferred to G/L Entries. It is needed to add supporting documents related to a deposit.

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0 Comments

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0 Comments

Category: Financial Management (341)

STATUS DETAILS
Needs Votes