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Automatic storage of invoices/credit notes

Automatic backup and archiving of invoices and credit notes when they are sent to the customer, with the option of including an email address of the customer's choice pointing to a dext-type tool and/or a single storage location for downloading all pdf files, particularly for the external accounting department.



Sauvegarde des factures / avoirs

Sauvegarde et archivages automatiques des factures et avoir, lors de l'envoi au client en pouvant intégrer une adresse email de son choix pointant sur un outil type dext et/ou un lieu de stockage unique pour téléchargement de tous les pdf notamment pour le service comptable externes.

  • Guest
  • Feb 4 2025
  • Open to voting
  • May 26, 2025

    Admin response

    Thank you for your idea.

    We have translated it to English and it is now public in the portal so all users can vote and comment.

    Your idea will be reviewed together with all other ideas and taken into consideration on our current plans to enhance Sage Active.

    We encourage you to keep sharing and voting ideas so we can make Sage Active better together.

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