We are thinking of going paperless in April and I have noticed that I am unable to attach a sales invoice to / behind the transaction on V26 or V27.

I have spoken to your software support team today and they say it's not available.

I find it it really strange that you have introduced this facility for purchase invoices and not for sales as well.

Going forward please can Sage provide this facility as we deal with a lot of self billing invoices.

Not everyone produces sales invoices through Sage.

Please can you update me if this option is in the pipeline to happen.

Many thanks.


Adding Attachments to Customers Orders

Would it be possible to have the same function in Customers as it is for Suppliers, ie to be able to add attachments in the activity folder, for example a proof of delivery PDF can then be attached to a specific order number.

Antony Craven:

Also we would want everyone to be able to see these, including remote workers not just the person who attached the item on their system, this has been mentioned in an earlier Idea mentioned about the memo add attachment facility, but only the PC where the attachment was added can see it, no-one else.

We would also like this to be available for all staff computers using sage on our network.

Attachment link in the sales invoices similar to the purchase invoices to attached customer purchase order (soft copies)

Attachment link in the sales invoices similar to the purchase invoices to attached customer purchase order (soft copies)/information.

Be able to add attachments to customers invoices

Currently we can add attachments to purchases invoices, journals and VAT returns but we can't add attachments to customers.

Suzanne Ash

• This would be very useful

  
  

  
  

• Thomas Nielsen

  Hi Tracey,
  
  Please feel free to take a look at Liaison Messenger EDD by Liaison Software. One of the key features of Liaison Messenger EDD is its ability to attach supporting documentation to outbound documents - both static and variable attachments. Liaison Messenger EDD works with any report and uses data from the report processed to come up with the naming convention of the attachment(s) it retrieves from an assigned folder(s).
  
  Other customers have used our variable attachment feature to attach the following documents to Invoices:
  - Signed packing slip / proof of delivery
  - MSDS’
  - Time sheets
  - Certificate of Analysis
  - Original customer PO
  - Call Summary Reports

  The most common way our variable attachment feature is used is by attaching all invoices listed on the statement to the statement in one PDF.

  For more information please reach me at 800.811.4618 x301, tom@liaisonsc.com or visit our website at www.liaisonsc.com/liaison-messenger-edd

  Regards,

  Tom Nielsen
  Liaison Software
  800.811.4618 x301
  
  the ability to attached documents to Sales orders and Purchase orders

• As per the above, the invoice attachment function when entering a supplier invoice is extremely useful. One thing that has been highlighted by our ISO 9001 auditors is the ability to attached customer PO's and supplier acknowledgements into sage in the same way? Could also be useful for account terms and (in our case) manufacturing data, such as batch process records etc.

• This would be extremely useful, particularly for paperless records and ISO 14001 compliance also i would imagine.
  
  ATTACHING FILES TO SUPPLIER PO'S/CUSTOMER SALES ORDERS

You can drag files into the memo section of an individual Supplier or Customer.

When will Sage change the system so you can do the same and attach pdf's, pictures etc. to each Supplier PO/Customer Sales Order.

This would be really helpful, so once the paperwork has been boxed and archived you can still see the information on Sage?

Many thanks

Adding attachments to bank transactions

It would be really useful to have the facility to add attachments to bank payments and receipts as well as to supplier invoices and credits and journals.

Dale McDonald

Just commenting to say I 100% agree. I am now paperless on the purchase ledger, but sometimes we have to make payments for which there simply isn't an invoice or it may be a one-off payment in which I don't want to setup another supplier account which will just clog up the list. Being able to attach supporting documentation directly to bank transactions would be really helpful.


Adding attachments to batch sales invoices

As a company that receive self-bills it would be great to be able to attach these to the batch sales when processing as you can do with purchase invoices

Attachments on Sales Activity page whether payment or Sales Invoice or Credit notes

The advent of purchase invoice attachments is very useful but if we could allow attachments in customers activity that would be very useful as examples:-

• We can add quotes to the appertaining invoice

• Any email attachment to show discussion around the invoice

• Email attachments to show discussions delayed payments on specific invoices e.g. disputed goods

• Email attachments to show discussion on credit notes

• SLA Agreements can be attached
  

Victoria Handley
Thank you for giving us attachments to journal transaction in V 25.1.114.0. Can we please have this on all other transaction types?

Attachments to Sales Orders

I would really like to add a PDF attachment of my customers Purchase Order to the Sales Order I create in SAGE.

Don't think you can currently do this but if there is a way please let me know.

John Wilkins

Would be so helpful, The SO screen looks almost identical to the PO screen so I imagine it should be a fairly easy/quick change to make. Would be incredibly beneficial.

To attach an e-mail or PDF document to a sales order - Anita Doran

This would be extremely helpful in saving e-mail communications, pdf's to each sales order fir future reference. I.e details of a complaint reference, and confirmation of authorisation of a credit note and proof of delivery from courier incase of query by the customer etc.... I think this facility would greatly benefit a lot of business..

Add attachments to BP, BR and SI transactions

Adding attachments to journals and purchase invoices is really useful but only part of the story. Adding attachments to bank payments and receipts and batch sales invoices is equally important, so we have to keep separate digital records and cross refer to Sage, which is too clunky. Sales invoices often need supporting documentation, even if they've been created in Sage, eg client emails, instructions, etc.

Nicole Madeup

totally agree. We won't use bank payments for expenses until you are able to add attachments otherwise we have to keep claims and receipts elsewhere

Vote Up0Vote Down

Tina Wright 1980

Agreed! This would be incredibly useful

Judith Johnson

Add scanned or PDF attachments of purchase invoices to the relevant transaction in Supplier. Receipts for bank payments too.

I receive majority of purchase invoices by email as PDF, I would like to store them as an attachment to the transaction. Also be able to scan the invoice and attach too.

Advance Fire York

Allow attachments to customer invoices, rather than manually in outbox

Hi Sage

You recently had an update 26.3 that no allows us to attach files to purchase invoices, which is great.

Please can you look at releasing another update that will allow us to attach files to customer invoices?

As a maintenance company, like many, we often send certificate copies, additional quotes or reports along with the invoices. Currently our only options are to attach files manually in the outbox or to send a separate email with these files. With the volume of our invoices this can be very time consuming and would be great if there was a feature like you have done with purchase invoices, but applied to customer invoices.

Fingers crossed for a version 26.4 soon

Attachments: Customer Database

We have now the ability to attach Invoices to the Supplier . It would be great to have the facility to upload documents to a customer eg a pricing contract, emails regarding any changes to service. Sometimes, changes are made and when you try to go back to find out why, it is a chore to locate the particular paperwork.

I can attach in Memo at the moment, but my Admin cannot see anything that I attach, and vice versa. Even if we had to facility to see each others attachments that would be great.

Supplier invoices - option for mandatory attachments

We are planning on going paper free for supplier invoices.

It would be helpful if there was an option to make attachments mandatory so that it can not be 'missed' by mistake.

This goes hand-in-hand with separate requests to allow bank payments to have attachments.

Attachments to Bank and Credit card payments

The ability to add attachments to Purchase Invoices has been a real bonus, particularly during the changed ways of working of the current pandemic, but it would be really useful if this could be expanded to other transaction types.

Bank payments, credit card payments, and petty cash payments, for example, may usually be for "routine" transactions, but there are unusual ones where adding an attachment would be very helpful

Make provision for attachments in Customer Batch Invoicing

Not all "customers" are invoiced. Eg a wayleave payment from a utility is not invoiced but arrives with a payment notice. It would be useful to record the notice as an attachment.

Similarly agricultural DEFRA payments are not invoiced but arrive with paper work that could be attachments

If nothing else it would make accounts more paperless

Attachments added to supplier invoices - extend the view attachment within other modules ie Nominal and Project cost activity

The new function to add an attachment against a supplier invoice is a great addition - however it would be even better to extend the functionality to be able to view the document within other modules eg when reviewing projects within the project costing and the nominal ledger instead of having either to revert back to hard copy reference or noting the supplier the transaction number and then accessing it via the supplier module

Attachments for Remittance advice from customers

Currently adding attachments to POP invoices and PI is great - but it would be really useful to attach remittance advice against Customer Sales receipts so they are always on hand for viewing if mis allocations have occurred by staff

Enable attachments to Sales Invocies

To duplicate the option for attachments to Purchase Invoices to the Sales Invoices

Allow attachments to quotations

Sometimes we need to issue a quote that may refer to drawings, photos or other detailed information. It would be really useful if there was a facility to add attachments to quotes in the same way you can add attachments in other areas of Sage 50.

Attachment on Projects & Supplier/Subcontractors

When I attached items on the supplier or Subcontractor paper clip they don't remain there, they disappear.

It is the same for when you add attachments on the project add on

Add attachment feature to Bank Payments/Receipts transaction

Hi there

It would be very useful if there was an add attachment feature to Bank Payment / Receipt transactions

Many thanks

Tina

Attachment facility within purchase ordering

Could we have an attachment facility within purchase ordering. We are struggling with one off puchase orders containing detailed specs and drawings.

When creating a Sales order. Can you put a copy of the order as an attachment. The same way as you add a copy of the invoice to an account

When creating a Sales order. Can you put a copy of the order as an attachment. The same way as you add a copy of the invoice to an account

Sales Invoice attachments Sage 50 V28.1

We are a CNC repair company, our engineers complete paper service reports whilst on site at our customers, the invoices are raised from the information on these reports. I currently print a copy of the sales invoice to keep with the paper service report. It would be useful to be able to scan and attach documents to the sales invoice, ie, the service reports, any proof of signature documents from couriers, relevant purchase orders from the customer, instructions from the manufacturer of the machine. The option to add supporting documents to purchase invoices is already available.

Thomas Nielsen

Hi Julie,

Please feel free to take a look at Liaison Messenger EDD by Liaison Software. One of the key features of Liaison Messenger EDD is its ability to attach supporting documentation to outbound documents - both static and variable attachments. Liaison Messenger EDD works with any report and uses data from the report processed to come up with the naming convention of the attachment(s) it retrieves from an assigned folder(s).

Other customers have used our variable attachment feature to attach the following documents to Invoices:
- Signed packing slip / proof of delivery
- MSDS’
- Time sheets
- Certificate of Analysis
- Original customer PO
- Call Summary Reports

The most common way our variable attachment feature is used is by attaching all invoices listed on the statement to the statement in one PDF.

For more information please reach me at 800.811.4618 x301, tom@liaisonsc.com or visit our website at www.liaisonsc.com/liaison-messenger-edd

Regards,

Tom Nielsen
Liaison Software
800.811.4618 x301
tom@liaisonsc.com

Attaching Supplier invoices to bank payment instead of supplier account

Sometimes i will receive a supplier invoice that is for a one off and dont feel the need to open a new supplier account, on these occasions i would enter the payment as a bank payment but there isn't the option to attached a copy of the invoice in the same way you can in supplier records. This would be great benefit if the invoice could be attached to the bank payment.

To be able to scan and attach documents like job sheets / time sheets / POD to the invoices (both product and services) and have to option to email this with the invoice.

To be able to scan and attach documents like job sheets / time sheets / POD to the invoices (both product and services) and have to option to email this with the invoice.

Attachments on Sales Activity page whether payment or Sales Invoice or Credit notes

The advent of purchase invoice attachments is very useful but if we could allow attachments in customers activity that would be very useful as examples:-

• We can add quotes to the appertaining invoice

• Any email attachment to show discussion around the invoice

• Email attachments to show discussions delayed payments on specific invoices e.g. disputed goods

• Email attachments to show discussion on credit notes

• SLA Agreements can be attached

In Batch invoices for customers the ability to attach a file.

It would be valuable for a lot of users, i believe to have the ability to add attachments to the customers profiles or in the batch invoicing section. Considering we are now MTD there should be the ability to keep any number of records on sage which can then be shared by remote data sharing.

Attach remittance advice documents to Sales Ledger cash postings - John Downes

The existing system allows you to copy documents as attachments to Purchase Ledger invoices.

It be useful if you could do the same with Sales Ledger cash postings. Attach a copy of the remittance to the cash entry and it can been seen immediately.

To be able to attach an invoice or credit note when posting transactions through Bank Payment or Bank Receipt- Natasha K

To be able to attach an invoice or credit note when posting transactions through Bank Payment or Bank Receipt

Sales Ledger - Pippa Legg

We can use Attach when processing a Supplier Invoices/Credits. We want to have the same facility on customers. Please could you add this facility so we can scan our delivery notes to attach to Sales Invoices/Credits.

Add PDF's to Fixed Asset Register Jane Bannister

To be able to add the PDF invoice to the Fixed Asset Register.

• Fred Coleman_1

  PDFs should be able to be added to all records and transactions

• Ian Kendrick

  Great idea, as our accountant can see in the purchase invoices