Doc Manamgenent - Cash Receipts

That’s because you attached it to the check itself….those screens do not have access to the checks. 

When you attach see if you can attach it to the invoice.  Now if you have customers that can send a check and pay several invoices on it, then you would have to attach the check to each invoice.

 

Manasa

 

 

 

 

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian Senske
Sent: Monday, January 13, 2014 8:59 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Doc Manamgenent - Cash Receipts

 

 

Attached it on the check in cash receipt entry. 

Cash receipt tracker, invoice tracker, customer tracker won't allow me to view it.

Sent from my iPhone


On Jan 13, 2014, at 8:49 AM, "Manasa Reddy" <mreddy@...> wrote:

What did you attach it to?

 

Manasa

 

 

 

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of senske3@...
Sent: Monday, January 13, 2014 8:35 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Doc Manamgenent - Cash Receipts

 

 

HELP! Does anyone use Doc Management to attach the image of a customer's check to the Cash Receipt in EPICOR? Its easy to attach it, but I can't figure out how to retrieve it in the system if you want to view it again?

thanks!!

HELP! Does anyone use Doc Management to attach the image of a customer's check to the Cash Receipt in EPICOR? Its easy to attach it, but I can't figure out how to retrieve it in the system if you want to view it again?

thanks!!

What did you attach it to?

 

Manasa

 

 

 

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of senske3@...
Sent: Monday, January 13, 2014 8:35 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Doc Manamgenent - Cash Receipts

 

 

HELP! Does anyone use Doc Management to attach the image of a customer's check to the Cash Receipt in EPICOR? Its easy to attach it, but I can't figure out how to retrieve it in the system if you want to view it again?

thanks!!

Attached it on the check in cash receipt entry. 
Cash receipt tracker, invoice tracker, customer tracker won't allow me to view it.

Sent from my iPhone

On Jan 13, 2014, at 8:49 AM, "Manasa Reddy" <mreddy@...> wrote:

What did you attach it to?

 

Manasa

 

 

 

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of senske3@...
Sent: Monday, January 13, 2014 8:35 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Doc Manamgenent - Cash Receipts

 

 

HELP! Does anyone use Doc Management to attach the image of a customer's check to the Cash Receipt in EPICOR? Its easy to attach it, but I can't figure out how to retrieve it in the system if you want to view it again?

thanks!!