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Inventory Transaction, Payment, and Vendor Attachments
COMING IN VERSION 15
We’re excited to introduce a powerful new capability that enhances visibility, accountability, and collaboration across your operations — the ability to attach files directly to Inventory Transactions, Payments, and Vendor records
What’s New
Files can now be stored and accessed within the context of their related Inventory Transaction, Payment, or Vendor record, keeping everything together rather than scattered across emails, shared drives, or separate repositories.
These attachments are securely stored behind the scenes in Microsoft 365 OneDrive or SharePoint, providing scalable, reliable, and secure file storage.
Why This Matters
- Better traceability: Link supporting documentation directly to how inventory moved, payments authorizations, and vendor documents. One click away.
- Improved collaboration: Team members across purchasing, inventory, finance, and vendor management can access the same documents without searching through emails or folders.
- Reduced risk: Maintain a complete, auditable trail — attachments stay with their corresponding record, minimizing lost paperwork and mismatched files.
- Streamlined workflows: Upload supporting documents as you work, without switching between shared folders and Acctivate.
- Centralized documentation: One system, one source of truth — less duplication, less confusion, greater control.
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