In this webcast I will show you different options how one can generate and distribute financial reports to managers. A special focus is made on security issues and things that you have to take into consideration when distributing financial reports in the way presented.
In this webcast, I will demonstrate how one can modify the standard payment advice document and include company specific logos and modifications. In addition, the creation and Email transmission of payment advices as PDF documents will be illustrated.
This post illustrates how electronic documents such as payment covering letters can automatically be send to external parties by email.
The standard D365FO functionalities do not only allow this transfer but also provide tools that automatically store those documents.
You can thus resend those documents if your vendor requests – something that was not possible prior Dynamics AX versions. Just take a look yourself