Overview

What does this app do?

The Linc Extended Document Attachments app, developed by Linc Communications (Pty) Ltd, enhances the standard Microsoft Dynamics 365 Business Central functionality by extending document attachment capabilities to a significantly broader range of records, journals, and ledger entries. This allows users to attach relevant documents to entities throughout the entire Business Central ecosystem, improving organization, traceability, and accessibility of information.

Key Features

  • Extended Attachment Locations: Enables document attachments on a wide range of records and pages beyond the Business Central standard, including:
    • Master Data: G/L Accounts, Vendor Bank Accounts, Bank Account Statements, Lot No. Information, Time Sheets
    • Purchase Documents: Purchase Orders, Invoices, Credit Memos, Return Orders, and their posted counterparts (Posted Purchase Invoices, Credit Memos, Receipts, Return Receipts)
    • Sales Documents: Sales Orders, Invoices, Credit Memos, Return Orders, and their posted counterparts (Posted Sales Invoices, Credit Memos, Shipments, Return Shipments)
    • Transfer Documents: Transfer Orders, Transfer Shipments, and Transfer Receipts (with automatic attachment flow to posted documents)
    • Production Orders: Released, Planned, Firm Planned, and Finished Production Orders
    • Journals: General Journal, Sales Journal, Purchase Journal, Payment Journal, Cash Receipt Journal
    • Ledger Entries: General Ledger Entries, Customer Ledger Entries, Vendor Ledger Entries, VAT Entries
    • Incoming Documents: Extended attachment handling with dedicated storage options
  • Intelligent Document Attachment Flow: Configurable modes for how attachments flow from draft documents to posted documents:
    • Last Only — Only the final posted document instance receives attachments
    • Prompt — Users are prompted during posting whether to copy attachments
    • Always — Attachments automatically flow to all posted document instances
    • Separate flow configuration available for Sales & Receivables, Purchases & Payables, and Inventory setups
  • Flexible Storage Options: Choose between Business Central's default Tenant Media storage or Azure Blob Storage containers for external, scalable storage. Includes built-in Azure connection testing and two-way migration capabilities (immediate or scheduled via Job Queue).
  • Drag & Drop File Upload: Intuitive drag-and-drop control for uploading files directly onto the Document Attachment Factbox, supporting multiple file uploads.
  • User-Based Access Control: Administrators can restrict specific users from deleting document attachments after upload, configurable at the User Setup level.
  • Centralized Setup: A dedicated Linc Document Attachment Setup page provides a single configuration hub for enabling/disabling Blob storage, managing Azure credentials, controlling user deletion restrictions, and running maintenance actions.

Benefits

  • Improved Organization: Centralize all supporting documentation with related Business Central records, reducing the need for external file storage systems.
  • Increased Efficiency: Streamline access to documentation during document processing with drag-and-drop uploads and automatic attachment flow during posting, eliminating repetitive manual work.
  • Enhanced Compliance & Audit Trail: Ensure important documents are attached at the point of entry, preserve attachment history with posted documents, and maintain accountability through user-level deletion controls.
  • Flexible Storage Management: Optimize storage capacity by choosing between BC native storage and cloud-based Azure Blob Storage. Scale storage without database growth and migrate between options without data loss.
  • Broad Coverage: Extends attachments to 50+ page locations, covering the entire financial document lifecycle from draft to posted documents.
  • Customizable User Experience: Tailor document management settings per user, with permission-based access control and subscription-based feature tiers (Bundled and Full).