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 re-send from there.