How does PaperSave work?

How does PaperSave work?

PaperSave is a hybrid document management solution (DMS) that offers automated electronic workflows and transactions for Microsoft Dynamics, Intacct and Blackbaud, which help users to track, manage and store their organizations’ documents. The solution can either be deployed on-premise or hosted in the cloud.

What is DocuPeak?

DocuPeak is the premier cloud-based robotic process automation (RPA) platform designed for rapidly automating business processes. DocuPeak apps automate accounts payables, contract management, supply-chain and fulfillment documents and forms, all tightly integrated into the latest in cloud ERPs and other cloud systems.

What is NetSuite File Cabinet?

The File Cabinet in NetSuite includes some folders that are created by default, depending on the features enabled in your account. You can identify the folders that are created by NetSuite because the Internal ID is a negative number. In some cases, these folders serve a specific purpose.

How do I navigate to a File Cabinet in NetSuite?

To access the File Cabinet, go to Documents > Files > File Cabinet. The File Cabinet page consists of two main panes. The left pane contains a full table of contents which you can use to browse the folder structure and locate the files you need.

Where are Files stored in NetSuite?

When you purchase NetSuite, it comes with a file system called the “File Cabinet”. When logging in as Administrator, you can access your File Cabinet by navigating to Documents > Files > File Cabinet.

Can you attach invoices in NetSuite?

One of the great things that NetSuite allows for is the attachment of files to a transaction. This is perfect for adding supporting documentation like acknowledgments and invoices sent from a vendor.

How do I upload Documents to NetSuite?

You can upload a file by clicking the Documents tab, and then selecting a folder. NetSuite accepts all file formats in the File Cabinet. The File Cabinet shows the file extension and lists the file type. You can also upload files by clicking the Communications subtab on transaction records and relationship records.

How do I attach a PDF in NetSuite?

To attach a file to a record or transaction:

1. Click New File.
2. To add a file from your computer, select a File Cabinet destination from the Folder list. To create a new folder, click the plus sign next to the Folder field.
3. Click Browse to open a popup window and select the file you want to add.
4. Click Save.

How do I link a PDF to NetSuite?

How do I email multiple invoices on NetSuite?

To send transaction email in bulk:

1. Go to Lists > Mass Update > Mass Updates.
2. Click Transactions to expand the mass update options.
3. Click Bulk Email.
4. On the Criteria subtab, define the transactions you want to send email for using the Filter dropdown list.

Can you attach Documents in NetSuite?

You can attach documents in the File Cabinet to records and transactions using the Communication subtab. This is useful if, for example, you want to keep a copy of a contract or license on a customer record. You do not need to edit the record to attach a file. You can also attach files in view mode.

Can you attach documents in NetSuite?

How do I send multiple invoices?

Creating and Sending a Batch of Invoices

1) Go to Invoicing > Create Invoices. 2) Select the Department and the Date Range of bookings to be invoiced and click Search. 3) Select the invoices to be generated by selecting the Checkbox next to each event to be invoiced.

How do I print multiple invoices on netsuite?

To print invoices for multiple transactions:
On the Print Checks and Forms page, click Invoices. On the Print Invoices page, if you use locations, choose the location you want to print invoices from. Check the Print box next to each invoice you want to print. Click Print.

How do I create multiple invoices in Excel?

To create an invoice from an Excel template on a Windows PC, follow these steps:

1. Open Microsoft Excel.
2. Search for an Invoice Template.
3. Choose Your Template.
4. Open the Invoice Template.
5. Customize the Invoice.
6. Save the Invoice.
7. Send the Invoice.
8. Open Microsoft Excel.

Can I create multiple invoices from one estimate?

Go to Settings ⚙ and select Account and settings. Select the Sales tab. In the Progress Invoicing section, select Edit ✎. Turn on the Create multiple partial invoices from a single estimate switch.

How do I send multiple invoices in one email in NetSuite?

How do I print a PDF in NetSuite?

To change this, see the following solution:

1. Go to Home > Set Preferences.
2. Click the Transaction subtab.
3. Clear the Print Using HTML box.
4. Switch the Transaction Email Attachment Format radio button from HTML to PDF.
5. Click Save.

Can Excel automatically generate invoice numbers?

To make an invoice number change automatically in excel, you will need to add a macro to the document. A macro is a set of unique instructions that will tell the cell housing the invoice number to update to the next number, each time the invoice is opened.

How do I keep track of invoices and payments in Excel?

Step by Step Procedures to Keep Track of Customer Payments in Excel

1. STEP 1: Headline Entry for Customer Payments in Excel. Firstly, open an Excel worksheet.
2. STEP 2: Input Customer Payments and Apply Data Validation.
3. STEP 3: Create Dynamic Payment Details.
4. STEP 4: Compute Total Bill.
5. STEP 5: Generate Dynamic Payments Summary.

What is the best free invoice template?

12 Best Free Invoice Generators

• Simple Invoicing.
• Zoho Online Free Invoice Generator.
• FreshBooks Invoice Generator.
• Invoiced Free Invoice Generator.
• PayPal Online Invoicing.
• Free Invoice Maker.
• Invoice Ninja.
• Invoice-o-matic.

Does excel have an invoice template?

Excel offers a range of invoice templates, from sales invoices to service invoices and shipping invoices. Choose a template that fits your needs and has a design that fits with your company branding.

How do I create an advanced PDF template in NetSuite?

Navigate to Customization -> Forms -> Advanced PDF/HTML Template.

1. NetSuite Out-of-Box PDF/HTML Template List.
2. Field Selector Window.
3. Field Selector – Search Specific Field.
4. Field added to the template.
5. Adding fields using Source code.
6. Creating Line Item Field.
7. Mapping Sublist Record Values.

What is NetSuite PDF?

NetSuite uses PDF templates to generate personalized documents that you can send to those with whom you do business. You create PDF templates outside of NetSuite, and then upload them to your file cabinet. NetSuite then merges your template with the data contained in each recipient’s record.

What is the best way to number invoices?

How to create an invoice number

1. numbering your invoices sequentially, for example INV00001, INV00002.
2. starting with a unique customer code, for example XER00001.
3. including the date at the start of your invoice number, for example 2021-01-001.
4. combining the customer code and date, for example XER-2021-01-001.