Liaison Messenger EDD: Assemble or Attach Supporting Documentation to Outbund Documents

With Liaison Messenger EDD, useres can assemble or attach supporting documentation to outbound documents. No more manual retrieval, merging, and attaching documents they are a thing of the past. Users can define specific criteria for automatically assembling or attaching supporting documents. Liaison Messenger EDD utilizes Data Identifier Tokens (DITs) to extract crucial information while documents are being printed. This powerful capability allows you to instruct Liaison Messenger to perform certain actions, like attaching documents, simply by hitting the print button after selecting your batch of forms.

Let’s explore how effective Liaison Messenger EDD can be in enhancing the Accounts Receivable (AR) statement process. Typically, AR statements summarize unpaid invoices and are sent to customers. However, chasing payments often involves follow-up calls or emails, and customers may even claim they never received the invoice, causing further delays. With Liaison Messenger EDD, users can automatically include past-due invoices alongside the AR statement. This simplifies the payment process for customers, eliminating excuses and streamlining the payment process.

Liaison Messenger EDD goes beyond managing AR statements and invoices. It allows you to set rules for various document types: attaching original quotes to orders, pairing spreadsheets with reports, including Material Safety Data Sheets (MSDS) with shipping documents, and linking timesheets to payroll vouchers. Additionally, it can access files stored in Microsoft SQL Server from Microsoft Dynamics GP, SL, and WennSoft. It can even generate supporting documents on the spot, thanks to the PLUS extension. This dynamic capability means supporting documents can be created based on the data within the documents being printed, eliminating the need for them to exist beforehand.

Furthermore, while Liaison Messenger EDD effortlessly merges documents seamlessly, it can also create bookmarks similar to a table of contents for easy navigation. This enhances document accessibility and makes navigating through documents a breeze.

In essence, Liaison Messenger EDD is more than a document management tool; it’s a strategic partner in automating and optimizing document workflows. By reducing manual tasks, minimizing errors, and ensuring a streamlined process, it helps organizations operate with greater efficiency. It’s a game-changer in document management, unlocking the potential for automation and precision.

If you can print it, you can EDD it…

Liaison Messenger EDD is designed to support various accounting systems seamlessly. We prioritize integration with industry leaders like Microsoft Dynamics 365 Business Central, Finance, GP, and SL systems, as well as WennSoft and Sage Software ERP packages, including Sage X3, Intacct, Sage 100, Sage 300, and Sage 500. Additionally, we cater to the needs of businesses using exclusively web-based ERP systems such as Acumatica and NetSuite.

If you’re interested in seeing Liaison Messenger EDD in action, give us a call at

(800) 811-4618 or (714) 543-9877 ext. 301

www.liaisonsc.com or sales@liaisonsc.com

In the meantime, we invite you to watch our feature video, which provides a glimpse into how this tool can enhance productivity and efficiency in the workplace, making tasks smarter and more manageable.