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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / How can I attached exp...
Microsoft Dynamics SL (Archived)

How can I attached expense receipts to flexible billing invoice for customer/project??

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Posted on by Christina Jones 90

Hello,

We do a lot of invoicing to our customers for travel expenses through flexible billing associated with a project. Most of these customers require copies of the receipts we are invoicing them for. Does anyone know how to easily attach the pdf receipt file to the flexible billing invoice at the time of invoicing? Any points on how to do this through Dynamics SL, Sharepoint, or any third party add ons would be greatly appreciated.

I currently have to print the invoice to a pdf file, then using Adobe Professional I have to insert the pdf receipts into the invoice, then I have to manually email the created document. I would love to know how I can just attach a file to an emailed invoice. Any ideas?

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  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at

    Hello Christina,

    Are you using Quick Send?  On the invoice, in Invoice and adjustment maintenance, there is a spot for both a Invoice format and an attachment format.  If you specify both of these, both reports will be sent via Quick Send.   But beyond that, there isn't an option for sending additional reports or documents along with the project invoice.

    You might find a third party solution for this on the Microsoft PinPoint tool  The link for this tool is pinpoint.microsoft.com/.../Default.aspx.

    Let me know if you find anything.

  • Nielsen Tom Profile Picture
    Nielsen Tom 115 on at

    Hi Christina,

    Please feel free to take a look at Liaison Messenger EDD, www.liaisonsc.com

    Messenger EDD automates business form and report distribution and uses your existing SL reports. It allows you to automatically attach supporting documentation through our varialbe attachment feature.

    Store your receipts in one folder, save each receipt where it file name contains the project number. Print your Flexible Billing Invoices through your normal print procedure in Dynamics SL but now print to Messenger EDD's print driver and Messenger EDD will retrieve all PDF receipts related to the project(s) listed on the invoice from the centralized folder and merge them into one PDF with the Invoice.

    In addition to the variable attachment feature described above Messenger EDD offers many additional features related to business form and report distribution.

    Please reach me at tom@liaisonsc.com or 714.543.9877x201 if you have any questions or would like to view an on-line demonstration.

    Best Regards,

    Tom Nielsen

    Liaison Software

    714.543.9877x201

    www.liaisonsc.com

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