Sage 100 Version 2026 introduced a nice range of enhancements in Paperless Office, making this popular module better and more efficient than ever. Here’s a look at some key new features.
Consolidated Emails for Customers and Vendors
You can now consolidate multiple forms into one email for a specific customer or vendor. For example, if you’re sending 10 invoices to a customer, then only one email with all 10 invoices will be sent instead of 10 individual emails. Plus, you can zip (compress) multiple forms into a single attachment on consolidated emails and schedule the delivery using Task Scheduler.
Print Sales Order Picking Sheets to PDF
With Sage 100 2026, you can print Sales Order picking sheets to PDF and email them to recipients in the warehouse. When Paperless Office is set up for forms, the Paperless button is available in Warehouse Code Maintenance. Click this button to define default email recipients for the selected warehouse in the new Paperless Office Delivery Options task.
View All Journal and Register PDF Documents by Module
A new security option “Allow Viewing of Journal and Register PDF Documents for Users Without Permissions to Task” (located in Role Maintenance) allows users to view Journal and Register PDF documents even when they do not have permissions to the task that created the PDF.
For example, a user can view PDF documents for the Cash Receipts Register, even if they do not have permissions to access the Cash Receipts Register task. This keeps workflow processes moving without compromising security or sensitive data.
Improvements to Email Messages
In Electronic Delivery Message Maintenance, the selections at the Document field have been expanded so that you can now create unique email messages for specific documents in a document group. For example, in the S/O Invoice document group, you can create unique messages for a credit memo or debit memo. You can also use the new “Copy From” button to copy an existing email message record and then modify it to meet your needs.
Software Enhancements Inspired By YOU
Most of these enhancements and new features were the result of feedback from the Sage 100 Partner community and customers like you via the Sage 100 Ideas website. Keep the great ideas coming and stay tuned for more customer-inspired features in future releases.
Be sure to contact us if you have questions about Paperless Office or need help upgrading to Sage 100 2026.