Sage 50 UKI Ideas Portal

Automatic export of Invoices/Purchase orders to file system

There is no ability within Sage to search for test that has been added to various lines, specifally within invoices and purchases orders. Only the description line of any entry is searchable, comment line 1 and 2 are invisibe once entered.

I record serial numbers and notes for sold products on these lines, and being able to look those up again is essential. Previously I would use the output to OneDrive to automatically drop named and filed copies of invoices and PO's into the filesystem. From there I could seach the documents. Since this has been removed from Sage, I have to manually export every invoice and PO to be able to search for this data again.

It would be good for Sage to implient the same functionality as the removed "save copy of document to OneDrive" feature. This should be to a preset directory point, so the same folder structure can be automatically maintaned as befrore. For example;

<directory>/Customer/<AccName>/Invoices/Sales Invoice xxxxx.pdf

  • Guest
  • Dec 7 2024