Hi Chris,
On Sat, Jul 2, 2011 at 4:29 PM, Chris Travers <[email protected]>wrote:
> Hi;
>
> I am looking at an enhancement to add file attachments to AR/AP/GL
> transactions. These could then be downloaded and viewed, or saved to
> disk and printed through whatever program is used to view them. This
> is a discussion to flesh out the user requirements of this
> enhancement.
>
> What I am currently thinking is an attachment list between the
> note/subtotal portion of the AR/AP transaction, invoice, or order
> screen and the buttons, and between the line items and buttons on the
> GL screen. The list would include the date attached, the file name,
> and the file type. A link to a file attachment page would be provided
> if looking at an existing transaction only (in 1.3 currently we only
> allow printing or emailing of existing transactions). This would
> allow a user to click on a link and attach a document to an invoice,
> transaction, or order. Clicking on a link would bring up a new window
> which would display the file if the web browser was set up for it, or
> download the file if not.
>
> Additionally considering adding a checkbox to automatically attach an
> invoice being emailed or printed.
>
> The file attachment screen would prompt for input for file type and
> name, and would allow the upload of the file. If the file name is not
> provided the file name of the upload would be used.
>
> Only one file with a given name would be allowed per transaction or order.
>
>
Regardless of which parts of the database we end up allowing file
attachments to: I'd like to be able to have "unattached" attachments. I.e.
"pre-uploaded" ones: many MFPs (multifunctionals) allow e-mailing of
documents directly from the scanner. It'd be too easy to be able to mail a
PDF document from an MFP to the accounting software!
This would call for an option to attach pre-uploaded documents, either upon
transaction entry or after initial creation. Does your proposal account for
this option?
One question: would a document be attached to at most 1 transaction?
Bye,
Erik.
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