Yeah, disappointing to not see the same functionality extended to AR. We too had to come up with an off-system solution as the Blackbaud recommendation to attach docs to Client records isn't workable. You can't search on file name or even sort on Client attachments, so we are now using a shared drive so we can search on invoice number and other filename elements to retrieve back-up documentation.
Agreed! In FE 7.0 we would save a copy of the invoice sent to the donor and/or the contract/grant agreement in Papersave but FE NXT does not have ability to add attachments on the A/R Invoice. Now we have to come up with a new storage solution for these documents instead of them being easily accessible within FE NXT.
Wow. I can't believe this is not a feature. This needs to change as we don't save paper copies anymore.
Yeah, disappointing to not see the same functionality extended to AR. We too had to come up with an off-system solution as the Blackbaud recommendation to attach docs to Client records isn't workable. You can't search on file name or even sort on Client attachments, so we are now using a shared drive so we can search on invoice number and other filename elements to retrieve back-up documentation.
Agreed! In FE 7.0 we would save a copy of the invoice sent to the donor and/or the contract/grant agreement in Papersave but FE NXT does not have ability to add attachments on the A/R Invoice. Now we have to come up with a new storage solution for these documents instead of them being easily accessible within FE NXT.