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Finance | Project Operations, Human Resources, ...
Suggested Answer

CBM has not document attach function / notes option?

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Posted on by 202

CBM payment / deposit entry does not has document attach function, and there is also no notes function to allow document attachment.

any clue?

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  • Suggested answer
    Cheryl Waswick Profile Picture
    on at

    I do not see any 'attach' capability available in the CBM deposit entry or payment entry windows.  This would be a great product suggestion to enter in the Ideas link below for future consideration:  

     experience.dynamics.com/.../

    Doc Attach/notes are not available in all windows.  Here is a good article on the evolution of it.  You can see that only specific windows are added for each version:

    community.dynamics.com/.../doc-attach-placeholder

    Sorry I didn't have better news for you on this.

    Cheryl

    Dynamics GP support

  • Almas Mahfooz Profile Picture
    11,009 User Group Leader on at

    You can have this as a custom solution for certain type of documents where you need this option.

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