Hello - I have also submitted this as a request for product development but wanted to ensure there was no way to perform this function.
We have various needs to be able to filter AP invoices processed by project, vendor, cost code, date, post period, etc… and then extract the filtered results into a single PDF. Our old ERP performed this function and it was extremely useful. Currently we’re having to filter by various fields, then download/save the PDF’s 1 by 1. It’s very time consuming.
As an example we have an environmental audit every year on our building. We need to filter and provide all vendor invoices related to the purchase of certain material and well as permanent consumables used in order to provide to the consultants who perform the work. it is terribly time consuming to download 1 by 1 then finally compile a single PDF with all images/invoices within. If there was an “EXTRACT PDF” option where it would create a cover page of all invoices within, then subsequently create a parge PDF with invoices in order as presented within the cover page, that would save us a lot of effort and time.
Our old ERP did just that - provide a cover page and give you the option to either extract all PDF’s into a single file, or extract them all as different files to save within a folder of your choice. It was extremely useful.
T&M invoicing is another useful example of this. Filtering by project, then by cost code, then extracting all PDF’s to then have your backup downloaded into a single file to send to the customer rather than downloading 1 by 1.