When a tenant is using
Reckon
A version of MYOB which there is no API for
Sage
Quickbooks
Saasu
Cashbook
etc etc
CartonCloud should have the ability to upload a file to the invoice.
Then a Tenant could use CC to email all invoice data directly to their customer out of CC.
Tenants customers could login to CC and download their summary and also download the PDF file uploaded from the Tenants accounting package.
Related Notes from Vincent's ticket;
As a user, I want to be able to manually upload files against an Invoice so I can email them along with the Invoice Summary to my customer.
Currently we have functionality to pull PDF files from Xero / MYOB, which is great - however if the user wants to add another document, or they use an accounting application that is not MYOB Account Right Live or Xero, they have no ability to manually attach a PDF from their accounting system and then email it to their customer.
Technical Implementation Information:
Suggest is that we modify the way in which we store the attachments from Xero / MYOB so it is decoupled from the Accounting Connector (and in the process, migrate all to S3). Then allow any files to be manually uploaded against an invoice so it provides the same functionality as the current MYOB / Xero Invoices.
One way could be to use the existing "Consignment Customer Invoices" functionality - this has some advantages in that it would allow people to have files attached to the Invoice when coming in via FTP / Email / API (ie: a client could do their invoicing in Reckon One, email the invoice files from Reckon One to CartonCloud, and a parser could process these and attach them to the correct invoice... saves them needing to jump in and upload each one one-by-one).
Add-On Suggestion:
When uploading, be able to mark the files as "Customer-Visible" or "Private". "Customer-Visible" files would be emailed to the customer (and be viewable from web-app), whereas private would not be emailed and would not be visible to customer via Web-App.
MYOB / Xero Invoices will default to "Public".
Guest
This would be great. I could then actually send my invoice from carton cloud rather than download from carton cloud and attach to an outlook email with my other PDF document.