Sage 100

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  • 1.  Require Paperless Invoice

    Posted 01-09-2024 14:41

    Anyone have a good way to require the AR Customer Invoice Paperless to be managed on a new customer creation?



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    John Wilder
    Technology Integrators
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  • 2.  RE: Require Paperless Invoice

    Posted 01-09-2024 14:45

    You mean beyond the new Default Delivery Options in Paperless?



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    Beth Bowers
    (269) 358-0989
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  • 3.  RE: Require Paperless Invoice

    Posted 01-09-2024 14:47

    Even just to require that?

     




    Original Message


  • 4.  RE: Require Paperless Invoice

    Posted 01-09-2024 14:52

    Threats? Bribes?



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    Beth Bowers
    (269) 358-0989
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    Original Message


  • 5.  RE: Require Paperless Invoice

    Posted 01-09-2024 15:05

    only bribes...   kind of what i figured.   I may just have a report to show 'missing'.  



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    John Wilder
    Technology Integrators
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    Original Message


  • 6.  RE: Require Paperless Invoice

    Posted 01-10-2024 07:28

    Possible alert? Scripting?



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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    Original Message


  • 7.  RE: Require Paperless Invoice

    Posted 01-10-2024 09:25

    It could probably be handled with a script.



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    Robert Wood
    DDF Consulting Group
    Ocala FL
    (352) 615-5898
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  • 8.  RE: Require Paperless Invoice

    Posted 01-10-2024 12:11

    As Beth mentioned, Sage added a feature for defaults, but that doesn't mean it's been verified customer by customer.

    Otherwise, script pop-up reminder, when creating a new customer... plus nagging alert (...Visual Cut...) for when it isn't done (i.e. the pop-up was ignored).



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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