Hi everyone,
We have a client who needs to email supporting attachments that were originally attached to the AP Bill record. These attachments contain commission detail information that brokers require for reconciliation purposes.
We are currently scoping a customization that would pull bill-level attachments into an outbound email notification, and based on our design, we expect it to meet the requirement.
However, the client is evaluating AP automation solutions (TrailD and Yooz), and we’re trying to determine:
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Do these ISVs sync original vendor attachments back to the AP Bill in Acumatica?
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Do they provide any native functionality for including those attachments in outbound emails (such as remittance or custom notifications)?
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Or would this still require a customization even when using one of these integrations?
Has anyone implemented TrailD or Yooz and addressed attachment/email requirements like this?
Appreciate any insight!
Iqra