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Attaché: Sending different document types using Alex Document Management

Details of the document types you are able to send via Alex document management

Updated over 3 months ago

You are able to send multiple document types using Alex Document Management via email directly to your customers, suppliers and employees in both Attaché Accounts and Attaché Payroll.

The set up of Alex Document Management Delivery Addresses goes hand-in-hand with type of document you want to send. Details of the documents you can send are listed below for both Attaché Accounts and Attaché Payroll. You can set individual or different email addresses to send each document type depending on what your customers, suppliers or employees require.

When setting up Alex document delivery addresses, the Type field determines the document type you want to send via email or to a printer or to file. Choose the type of document for this delivery address. For greater control and flexibility, Attaché Software recommends that you set up delivery addresses for each document type rather than selecting All.

📌Note:

  • You can set up an email address individually for each document type or select All document types if the email address will be the same for all.

  • Selecting type Default, will only send external documents such as sales invoice or purchase orders. Internal documents such as picking slips or supplier invoices will not be sent.

The available document types you can send via email are listed in the sections below.


Attaché Accounts

Customers

  • All.

  • Default.

  • Quotation.

  • Sales Order.

  • Invoice.

  • Delivery Docket.

  • Goods Returned Note.

  • Credit Adjustment Note.

  • Payment.

Suppliers

  • All.

  • Default.

  • Purchase orders.

  • Goods Received Note.

  • Invoice.

  • Goods returned note.

  • Credit Adjustment note.

  • Remittance advice.


Attaché Payroll

  • All.

  • Pay Advice.

  • Super Guarantee report.

  • Statement of earnings.

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