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MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
June 9th, 2014 by Ian Grieve
The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.
The twenty-eighth Feature of the Day covered is Document Attachment On Payables Transactions. The same Document Attachment functionality that was added to Sales and Purchasing in prior Microsoft Dynamics GP 2013 releases has now been added to Payables Transactions.
Documents can be placed directly on the Payables Transaction or they can be set to flow from the selected Vendor; these documents can be viewed from the entry window or inquiry window.
To add a document attachment open the Payables Transaction Entry window () and click the Attach button on the ribbon:
This will open the Document Attachment Management window where documents can be added, removed or have their attributes updated:
As soon as I saw the Document Attachment feature in the Dynamics GP 2013 R2 release I liked it and, as it has been developed further in each version, it has become better and better. It is very well liked by clients as well as it is easy to use and is controlled by the security of Dynamics GP itself; the addition to Payables Transactions was one of the key missing areas.
This feature combined with the Scan in Document Attachment makes this feature incredibly useful, especially to the smaller organisations who are generally less likely to buy a full EDM (Electronic Document Management) system.
This feature is targeted at the following roles:
- Accounting Manager
- Accounts Payable