IBM Sustainability Software - Ideas Portal


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Status Functionality already exists
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Apr 8, 2025

RELATED IDEAS

Invoice attachment download feature

It would be really helpful to have a bulk invoice/attachment download feature. I assume the best way to do it would be a report type where you can select locations and account styles to get a zip file of all attachments on those records. Ideally would have folders and file names that denote what the attachment is for (ex. location, account number, account style, dates)

Idea priority Medium
Needed By Quarter
  • Post comment
  • Admin
    Mark Farrugia
    May 13, 2025

    Hi Sarah,

    Thanks for your feedback.

    There is already some functionality regarding bulk extracting/downloading invoice attachments which may fulfil your requirement.

    Report: Account Items Attachment Summary

    Report Description: This report provides a list of account items, that is, record attachments across the organization. The selected date period relates to either the period over which the account item is valid, or the date when the attachment was uploaded. This report must be scheduled or emailed.

    Please take a look at IBM Docs where more information can be found on this process to extract records and their associated actions in bulk.

    https://www.ibm.com/docs/en/envizi-esg-suite?topic=managing-adding-notes-attachments

    Reply

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