Sage 200 UKI Ideas Portal
I tried to attach purchase ledger invoices after they were posted onto Sage. Unfortunately you can only attach documents while you enter them , and only on Invoice not Rapid ( which is much faster if you have batch of invoices). I tend to import my invoices now, so attaching them afterwards, as a batch would be helpful
| Idea Benefit | Speed |
| How do you solve for this problem today? | I don't attach them but it would be good to have them on Sage |
Spindle Document Capture works for us in this scenario.
PaperLess for Sage 200 allows you to attach documents to transactions even after the transactions were posted on to Sage. PaperLess also gives you the option for attaching documents while importing transaction into Sage 200.
Hope this helps.
You can attach individual documents in Transaction Enquiry - click on Attached Documents the Attach File (or Scan...)
But there's no solution for attaching documents while importing transactions. I think it's unlikely to be added to the standard import - although a developer could do it if you included the filename in the csv file.