dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
7 months ago

Xport docnote Xmerge attachment Template Name

Is it possible to include a XMERGE docnote attachment Template Name in an Xport?
xplan
dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
6 months ago

I originally thought that there was only a single template being used but recently found that there were a few heritage being used, some quite out of date. I'm going to create a single invoice template for everyone and want to ensure that I don't miss any variances across the invoices being used. I can go through every docnote to identify the template and have done this for a random selection and this might be as good as it gets. Having said that, I've had similar issues before where we were unaware of specific templates being used so being able to Xport the template detail would be useful

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
6 months ago

Hi Dianne, thanks for the feedback and additional info. Yes, unfortunately, to identity which templates are linked to invoicing you will need to do this manually. You could look at every docnote as you mention, or you could check the template settings on any template that looks like it might be an invoicing template and see if it is set up to merge via the invoicing module.

 

 

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