Sage 100

Good morning all. I have an opportunity with a consulting company that serves customers in the oilpatch. They have been working with a company to build a custom Professional Service Automation system that collects time and expense reports for all consultants, applies unique billing rules for each project, and prepares an output file for upload into an accounting system for billing and receivable management. So far, so good; easy fit for Sage 100. The challenge I have is with one of their invoicing requirements. When they export each customer invoice, they want to attach copies of all expense receipts to the invoice in the account app and to the invoice that will be sent to the customer as a pdf. The expense receipts would show as additional pages attached to the back of the invoice. Does anyone have any experience with: 1) importing file attachments to an invoice transaction? 2) Automatically include the documents associated with an invoice to the back of a form? I am going to look into doclink as an alternative but am hoping that someone out there has already done something like this and I don't need to blaze a new trail. Thank you in advance for your insight and ideas.

I hate the word automatically............... I have several clients using off the shelf scanning software and Sage 100 button script to link SO documents to the SO number and shipping/inv documents to the invoice number. Downstream (i.e. SO history inquiry/Inv History Inqiury), there is a button on the panel that when clicked, displays the information in PDF format. Now for the automatic part........ I am quite positive (99.99%) that you could use Sage Alerts (AKA KnowledgeSync) to automate the process so that on a nightly basis the invoice and the supporting documents are emailed. I have used KnowledgeSync to send invoices. I can't imagine that attaching associated documents an impossibility.

I sense this may not be as full featured as needed, however I've been billing through Freshbooks about 5 or 6 years. All my invoices go out electronically. Seems they have the ability to attach expenses. http://www.freshbooks.com/

you might see if doclink could do something like this.

As a follow up, I couldn't locate a way to accomplish this short of incorporating doclink. We will use a couple of tools in the doclink toolbox to automate the delivery of invoices initially produced through Sage 100 and match them with supporting documentation collected through other avenues.

Thanks for the follow but am interested in why you don't think KS could accomplish this.

@JeffSchwenk I will discuss using KSync with our in-house KSync guru. I went the doclink route as I could engineer a solution in my minds eye with the tool. However, it isn't the least expensive way. I haven't found a way to get access to the receipt images from the prospects expenses tracking system other than to print them to a doclink ERM printer and thus capture and index them. Since the PSA system was built using a proprietary development language and database called HTMLOS, I'm don't know if I can access the data directly. Therefore, I have to prepare to have a way to collect the images in another tool and link them back to the invoice in Sage 100 that we will import from a flat file create by the custom PSA system.

Aahhh. Now I see. I didn't realize the files were behind the green curtain....