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NAV 2017 - Attaching Documents to Deposits

  • 1.  NAV 2017 - Attaching Documents to Deposits

    Posted 7 days ago
    In NAV 2017 I'm not able to see any way to attach documents through AR Deposits.  Does anyone know of a way in NAV to embed the "Incoming Documents" factbox for Deposits?  If not, is there any other way (besides a developer customization) to attach a document to a deposit?  I'm interested in attaching digital copies of check stubs/ACH remittances to each deposit that is posted.

    Thank you!

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    Brandon Price
    Cypress Grove Chevre
    Arcata CA
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  • 2.  RE: NAV 2017 - Attaching Documents to Deposits

    TOP CONTRIBUTOR
    Posted 7 days ago
    ​There should be a "Links" button in the ribbon.  If it is not there, you can customize the ribbon to add it:




    InsightWorks also has a FREE "NavXtender" utility that lets you link files to any NAV Record:  Document Drag and Drop
    Insight Works remove preview
    Document Drag and Drop
    There is no need to involve your IT department. Setup is quick and simple - you'll be using NavXtender in under two minutes. You don't need to make any changes to pages in your NAV platform for it to work. Just download NavXtender, install the file and start dragging your docs.
    View this on Insight Works >









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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA



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  • 3.  RE: NAV 2017 - Attaching Documents to Deposits

    Posted 4 days ago
    Thank you very much!  I was able to use the "Links" button successfully to link deposits to a document on our server.  I will explore the NavExtender option with my supervisor and see if she would like it implemented.

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    Brandon Price
    Cypress Grove Chevre
    Arcata CA
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  • 4.  RE: NAV 2017 - Attaching Documents to Deposits

    Posted 4 days ago

    Hello Brandon, I work for Equisys, developers of Zetadocs, we have an add on that can handle your requirements. Please let me know if you would like to have a conversation.

    Sandra Cummins/Channel Account Manager
    Equisys Inc

    scummins@usa.equisys.com

    www.equisys.com



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    Sandra Cummins
    Equisys
    Alpharetta GA
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