web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Document Managment in GP
Finance | Project Operations, Human Resources, ...
Suggested Answer

Document Managment in GP

(0) ShareShare
ReportReport
Posted on by aliciaw 60

I am looking for information regarding the document management capabilities within GP 2018 itself, I am having trouble finding anything. We are looking to determine if it might be a better fit over our third party software we are using. We specifically use it for invoices. One of the issues we are running into with our third party is that it is requiring our approvers to login as they are non-GP users and do a separate lookup as it does not attach the invoice to the email for approval....so additional steps.

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Suggested answer
    Justin Sutton Profile Picture
    Justin Sutton Microsoft Employee on at

    Hello Aliciaw,

    The issue with providing information on Document Attachment (GP's Document Management) is that it has changed a lot in the last few years.

    The basic instructions and information can be found here:

    docs.microsoft.com/.../systemsetup

    Some of the big updates can be found here:

    community.dynamics.com/.../microsoft-dynamics-gp-2018-document-attachment-inquiry

    community.dynamics.com/.../microsoft-dynamics-gp-2016-document-attachment-flow-enhancement

    The community has a lot of great articles that walk through some parts of it, but the above gives the basic idea. It is possible to attach the actual invoices to their Workflow emails, so approvers can review the actual print off from the email itself. This was added in GP 2015:

    docs.microsoft.com/.../version-2015

    The process isn't too crazy, and the setup is company specific. I recommend setting it up in a test company to see if it works like you want it. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 632 Super User 2026 Season 1

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 624

#3
CP04-islander Profile Picture

CP04-islander 301

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans