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Sage 50cloud New Feature: Attaching Documents

Will it work for your business?

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POSTED BY ALISON MEAD ON 08/06/2020 @ 8:00AM

Sage is currently rolling out an update to their Sage 50cloud software to bring it to version 26.3.245.0. I was quite excited by this possibility as we keep PDF copies of all our purchase invoices and store them on our server, but having them attached to transactions can make checking details much easier ...

Sage 50cloud has a great new feature for attaching documents!

Sage 50cloud has a great new feature for attaching documents!

copyright: everythingpossible / 123rf

However, as a business, we do use the Sage Purchase Order area (available in Sage 50cloud Accounts Professional only) to keep track of purchases and track our stock. I was a little disappointed that I can't add documents to my Purchase Orders, as I would find it useful to view an invoice so I can double-check a purchase order before posting it.

"But for those of you using batch invoice or credit entry, this
could be a great new feature!"

When I update a purchase order to enter the invoice, I can attach the document at that time for ease of accessing in the future. See Sage's useful how-to video below for the full details.

When you attach a document, a copy is stored in a sub-directory with your accounts data, and when you back-up you have the option of including the sub-directory in your backup process by clicking the transaction attachments box.

If you are not keeping copies of these documents elsewhere, I recommend including them in your regular backup. If you are a very high volume user of Sage 50cloud you may find your backup increasing in size if you start to use this feature.

You may need to decide if this is going to work for your business.

Until next time ...



ALISON MEAD

Would you like to know more?

If anything I've written in this blog post resonates with you and you'd like to discover more about Sage 50cloud and the new attaching documents feature, do give me a call on 01604 420057, leave a comment below or use the Messenger tool you can see in the bottom right of your screen to chat right now.

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About Alison Mead ...

 

Alison loves bookkeeping. She has been helping clients to be better bookkeepers in Sage 50 for over 22 years and has more recently added Xero Accreditation to her list of skills.

She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.

Alison combines her role at Silicon Bullet with running two network marketing businesses and is also a Regional Leader for 4Networking as she likes to keep busy.

You know what they say, if you want something done well ask a busy person!

Telephone:

01604 420057

Website:

https://www.siliconbullet.com