Sage 100 Paperless Office is a very popular module and generates quite a bit of attention from customers submitting enhancement requests through the Sage 100 Ideas website. In response, Sage 100 2021—released earlier this year—introduced a nice range of new features that we’ll take a closer look at in this article.
Default Delivery Options
A new Default Delivery Options task has been added to the Paperless Office Setup menu. An idea submitted by customers, this task allows you to specify default form selections when creating a new customer or vendor record, so you don’t have to set up each document individually.
More Detailed Delivery Logs
Also requested by customers, a new Electronic Delivery Log button has been added to various tasks including Customer Viewer, Vendor Viewer, Employee Viewer, Journal and Register Viewer, and Period End Reports Viewer. This displays the most recent date and time the document was sent, the user who sent it, status of the submission, and the recipient’s email or fax number.
You can also click the Electronic Delivery Submissions List button to view a list of all attempts to send a particular document. In addition, new inquiry tasks make it quick and easy to view a list of all documents sent to customers, with options to filter results and even resend from there.
New Options for Associated Documents
With Sage 100 2021, you’re no longer limited to PDF files when associating documents with journals and registers using Paperless Office. Any document type can be associated, including Word documents, Excel workbooks, images, and more.
Better Document Update Rules
Forms are no longer flagged as updated when they are printed as PDFs, but not electronically delivered due to an interruption in the process. Previously, when the printing and delivery process was interrupted, forms were sometimes flagged as updated when they were printed but not sent.
Email Additional Salespeople
When sending forms to customers, you can also send them to all salespeople who are receiving a commission on the sale. A new checkbox has been added to the Paperless Office Delivery Options window accessed through Salesperson Maintenance which enables this feature for statements, sales orders, and sales order invoices.
An already popular feature got even better with the release of Sage 100 2021. Be sure to contact us if you need help with Paperless Office or upgrading to the latest version.