Ideas for Acumatica

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When emailing an invoice automatically attach all attached files

It would be very convenient that when you email invoices/memos the main document's attached files will be attached to the email.

  • Boris Kasimov
  • Sep 7 2018
  • Attach files
  • Mark Rothenberger commented
    07 Aug 15:50

    Additionally, being able to then make all attachments as a single PDF document before sending the email is necessary. This is becoming increasingly important as customers are using AP software to help with processing, matching to PO's and approval processes.

  • Nick Savage-Mady commented
    30 Jul 03:17

    Currently we have a client who's smaller previous allowed them to select at the time of emailing, what attached files will go with the invoice. I think this method is a straight forward option as you can use Files for what is being selected.

  • Amir Friedman commented
    15 May 19:01

    Our client wants to attach only the SO (which has already been attached to the invoice) to the email.

    Ideally, a drop-down list of the attached files would allow for selecting/deselecting All or individual files.

    To make everyone happy, I'd provide default settings for the file selection (All/None) at multiple levels - module Preferences, Customer Class and Customer.

  • Amy commented
    06 Feb 21:54

    I have had request for this. I think it may be more beneficial to have the attachments at the line instead of the "header" but will take this feature either way!

  • Guest commented
    December 26, 2019 13:23

    Our customers are asking for this as well.

    Donna Deskins

    ERP Implementation Consultant

  • Angelica Lopez commented
    April 02, 2019 00:00

    This function could be really usefull, nowadays the multiple clients process al the mails one by one to attach the information that they load previously on the Invoice and Memos scree.

    Angelica Lopez

    Consultant

  • Dan Concannon commented
    January 14, 2019 17:26

    This is a great suggestion.  We have multiple clients that could use this.

    Dan Concannon

    Program Manager

    IntuitiveTek