To successfully sync invoice attachments with Sage, you need to create a new folder specifically for storing these attachments. Follow the steps below to set up the folder in Sage.
Step-by-Step Instructions:
Step 1: Navigate to the Attachment Folders Section
Log in to Sage: Open your Sage software and log in with your credentials.
Go to the Company Setup:
From the main menu, navigate to Company.
Click on Setup.
Select Storage from the dropdown menu.
Click on Attachment Folders.
Step 2: Add a New Folder
Click on Add: In the Attachment Folders section, locate and click on the Add button to create a new folder.
Step 3: Name the Folder
Enter Folder Name: In the field labeled Name, type in "Invoices".
Save the Folder: After entering the name, click on Save to create the folder.