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  • Expanding the image in Attachment

    Hi, how to expand this attached image other than right click and open in new tab? The provided Sage X3 sizing is very constricted and is difficult to read the details for the product.

  • add attachment to a paycheque

    Hi everyone. Is there a way to add an attachment to a paycheque entry? There's the little paperclip icon in pretty much every other Window (purchases, General Journal, etc.) that allows me to add an attachment if I want to, but not in the Paycheque window…

  • SAGE X3 DOCUMENT ATTACHMENT - OKAY BUTTON UNAVAILABLE

    Hi All, We are experiencing intermittent attachment issues with attaching documents in Sage X3, using the standard attachment function on X3 purchase request and purchase invoice functions. We noticed that this occurs sporadically and is limited to…

  • View attachments in lists

    Is there a view or report that shows whether an expense transaction has an attachment? We upload a copy of every purchase invoice/receipt. Doing year end, I need to know if any are missing. The purchase invoice list shows if there is an attachment…

  • Option to attach documents to sales invoices, either in invoice module or in batch invoice screen and on bank payments/receipts

    This is a feature in Sage Business Cloud but is annoyingly not available in Sage Line 50c Professional, this is an important feature for our business as we issue a lot of invoices with supporting timesheets and daywork records being a construction business…

  • Recurring entries and invoices: Transfer the attachment of the original transaction

    A recurring supplier invoice (GESRCS) is based on a BP Supplier invoice (GESBIS) which contains an attachment. When the BP supplier invoice is created (BPRICRE) the attachment is not transferred. Same goes for recurring customer invoices ( GESRCC…

  • Viewing, opening, and printing saved pdf attachments to the customer database.

    Question regarding viewing a pdf after saving as attachment to the Customer Database. If I click on "maintain," "Customer/prospects," enter the customer number which opens the desired customer, click on "file" within the customer window, and select the…

  • Sales Orders -add PDF attachment

    It would be very useful if you could add a PDF to a sales order which would be the customers PO

  • 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…

  • Issue: Error File format not supported when attaching a document on Ess Expense note Module.

    Issue: Error File format not supported when attaching a document on Ess Expense note Module. Resolution: Ensure that the file format is added as a content type before uploading attachments. To setup the content type, follow the steps below: …

  • Claims Attachment Mandatory

    HI, When setting up a Claim and I click "Use Custom Features" so I can make Attachment Mandatory, the claims does not show again on the WebSS. Kindly help.

  • Cannot open attachments in memo fields

    Currently unable to open attachments. When I try nothing happens. This is happening for file types. File path look to be correct. I have uninstalled and reinstalled Sage. This is happening on Sage 100 2019 premium.

  • Memo Attachments

    Hi there, My colleague has been attaching items such as statements in the supplier memo section. These seem to stay there for a while and then disappear. Any idea what we are doing wrong? It would be so handy to have our statements received saved against…

  • Attachments Tag

    I would really like a data field linked to the attachment option, then we could have a report that shows which transactions have attachments and which are missing them! It would really help with completeness and improve our audit routines.

  • Sage 100 2020 Memo Attachments

    We were previously on Sage 100 2018 Advanced and just upgraded to Sage 100 2020. In the previous version, users were able to put a PDF on a network share that is mapped locally on their machine to a drive letter. Then they would navigate to that file…

  • Be able to amend default options when adding Attachments to memo (or dragging and dropping files)

    Currently when adding files manually through the 'Add Attachment' button you get window: "Create New Attachment" and three options to choose from: 1 - "Leave the file in its current location" 2 - "Copy the file into the Sage 50 Accounts data folder" 3…

  • Attach PDF to Sales Order

    Has anyone found a way, including third-party enhancements, to attach and print a document associated with a sales order. We have a customer that wants to print a document with shipping instructions after the sales order prints. Any help is greatly…

  • Attachment of files to a customer invoice

    New to the group, sorry if this has been asked before. The was a recent update on Sage 50 Accounts which is: " Adding attachments to supplier invoice and supplier credit transactions " which is great. My question is there any plans to allow us to…

  • Allow PDFs to be attached in SAGE X3

    It would be very beneficial for us if PDF files were allowed to be attached on all of our screens in SAGE X3. Currently we can only attach image files like JPG

  • Save and Save & New

    Hello, I would like to see two options for saving new transactions. First, save. This would save the transaction but stay on that transaction. This would allow notes and attachments to the transaction without having to search for the transaction. Second…

  • How do I attach an invoice to a supplier?

    How do I attach an invoice to a supplier?

  • Adding an Attachment to Appointments

    I've seen various requests for the ability to add attachments to Appointments in CRM, most of which have gone unanswered or left on peoples' wish lists. We had a similar requirement from our users to be able to do the same thing. I was on the point…

  • Types of files can be uploaded to Document Library?

    The types of files can be restricted from uploading to Document Library on Sage CRM. I wonder, by default, are there any types of files blocked from uploading to Document Library by default, or all types of files can be uploaded to Document Library. Thanks…

  • Maximum Attachment File Size Setting

    How to change the maximum file size for attachment? Example : I want to attach picture for Purchase Order having the size of 1M. When uploading, error message showing that the image size is too big.

  • Sage Drive Memo / Attachments workaround

    As Sage don't seem interested in implementing synchronisation of attachments at remote sites, I've gone away and found a work around. It does require a bit of confidence using Windows 10 command line, but if you're as old as I am, you'll have cut your…

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