Hi,

Is there a way to force users to attach invoices in AP (with DocStore) prior to printing a cheque? Or is there a way to add an attachment after the cheque has been printed? It seems like once it's printed, there is no option to attach until it's retrieved in GL.

Thanks,
Rebecca

Rebecca:

It doesn't exist but I would love to see an option that forces that attachment of a document to a transaction, not only during manual cheque processing but in an invoice batch as well. Hopefully Softrak can consider this for s future release as well.

There is a way to attach missing documents from posted transactions, but they will only stay in AP whereas when attached to the unposted transaction the document will be passed to Ledger as well.

Open the applicable vendor profile and select the Transaction tab. Find the transaction and click on it to select. Now use the paperclip to attach documents to that transaction.

Hi Support:

I think the 2nd part of Rebecca's question concerns a manual cheque after it has been printed, but before it has been posted. At that point no editing is allowed, including no ability to attach DocStore documents.

It would be useful if DocStore documents could still be attached to the cheque even after it has been printed but not yet posted.

Another workaround might be to set an alert in the vendor profile. But that would require an import update if you wanted to put that alert in for every vendor.

Thanks! I thought about adding an alert, but this is really only a problem when a user forgets to add the document. I think it would be annoying to have that alert each time.

It would be extremely helpful to be able to attach a document after printing the cheque (prior to posting). In this case, they are mainly running cash invoices, so this is where they would add the invoice itself.

Hello All,

I have added a suggestion to the wishlist for a future release.

Related to Bruce's comment above, today, I completed upgrades at a client site where they were upgraded from AP 9.3A(190513) to AP 9.3B (201019). The first call I got from the client was asking me why they can't attach a document to a printed cheque in Manual cheque batches in the new version. So this was an option in version 9.3A since they did it on Friday, but the paper clip is now greyed out after cheque printing in version 9.3B.

So why would the paper clip be taken away as an option after cheque printing? Or was it broken unintentionally?

Hi, Dan,

Want you to know that your request had been entered for R&D's attention and I believe it has been resolved for the next upgrade to Payables.

Hello All,

You can add attachments for printed checks in the Payables 9.3C (2021.07.06) Upgrade released today.