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Buy nowThe use case deals with Quickbooks Online where the user creates a Sales Invoices and the majority of time requires attachments to be included based on supported document types of which PDFs are one of many.
Users would like the ability to default the "Attach to eMail" Check Box as "Checked" based on a define Setting for the Account.
Intuit provides the following feature which doesn't work.
1. Click Gear Icon on the Top right of the Page
2. Go To "Account and Settings" Region of Page
3. Select Sales>Online Delivery
4. Under "Email Options" "PDF"
This setting doesn't have any impact on whether the "Attach to eMail" Check Box is visible in the Sales Order Creation Page nor does it default.
Based on this test what the business value of providing the Setting if it has not impact functionally. Has someone officially logged a Bug for fix and what is the relative timing for remedy. We are spending a lot of money for this product and had grave concerns over migrating to this SaaS Product. Great Marketing, now where the execution.