- Featured in the 3.4.19.07260 release.
FEATURE DESCRIPTION:
SARA has various solutions for managing documents for your customers, including invoice presentment and invoice supporting documents of various file types.
There are many ways for auto importing your invoice documents into SARA (click here for options) and include Invoice Documents, Invoice Internal support documents (inward-facing documents) and Invoice External documents (customer-facing documents). This invoice document setup also has the options to set defaults at the account level along with different options for setup by company:
1. Account default setting
The system default is set on (Admin Settings & Utilities Site Options (Options)) and will affect all companies that DO NOT have a company-specific setting:
2. Setup by company:
Company-Specific document support can be set on (Admin Master Files Company) and will affect only this company and override the system default for this company only. That means any different naming conventions or ways of importing into the system will only affect customers under this company:
For example:
Companies 1-3 all share the system default naming convention of "@TranNo.pdf"
Company 4 names their documents "Invoice @TranNo.pdf" and thus can have their own document support set for company 4 and only company 4