One of the most routine requests of accounting personnel is to provide supporting documentation for Accounts Payable invoices. Rather than digging through file cabinets and spending hours on end in front of the copy machine, wouldn’t it be wonderful to be able to access an invoice at the click of a mouse? Did you know that Sage 100 ERP offers the ability to do this through the use of the Memo functionality? The setup is very quick, and the reward is well worth spending the few extra minutes.
In order to invoke the functionality in Accounts Payable Invoice Data Entry, a memo type must be established and role security assigned. The steps to do this are as follows:
From the Main Menu navigate to Common Information>Main>Memo Manager Maintenance. Assign field settings as seen in the screenshot below.
Repeat these steps for all User Roles that will need to have access to this functionality.
Finally, a file directory will need to be established on the server for storage of the scanned documents will be stored.
Once the Memo Type has been created, and a centralized storage directory has been established, the users with the applicable security roles can begin attaching invoice images during data entry.
Navigate to Accounts Payable>Main>Invoice Data Entry.
Note: The Memo Code can be any 10 characters of the user’s choice.
Image by myrfa on Pixabay
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