Liaison Messenger EDD PLUS

Case Studies

Taking advantage of the FTP upload feature

A growing number companies want their invoices and purchase orders uploaded immediately to their secure FTP site.  Each company would provide a user id, password, and their respective drop folder destination. Additionally, they need the flexibility to provide varying file formats unique their trading partners requirements (i.e., PDF, XLS, TIF, SDF, etc) and or any special naming convention per their specs.


This isn't so much a case study but rather a feature description highlighting how easy it is to answer the (File Transfer Protocol) needs of recipients (customers, vendors, etc ).

FTP Configuration:

As you can see in the screenshot to the right, pretty basic standard script.

Line 1: Send a copy of the Invoice to the customer via (email, fax, or printed and mailed) unless the PLUS option has been purchased. Then you can upload files, forms, reports via FTP directly to the recipients secure site.

Line 2: Does a standard archive to the designated folder or Document Management System.

Line 3: Sends a copy to the Salesperson of the account.

Its as easy as the screenshot to the left shows. From the Recipient list highlight the recipient and from the FTP tab enter the fields with the values the recipient provides.  That's it.  On the Output Options tab, you can create user-defined Naming Conventions, specify file types (i.e., PDF, XLS, SDF,TIF, etc) even append Date and/or Time stamps.  In addition, you can specify the Encryption option per the Recipient's requirements along with their Passphrase.

Liaison Messenger EDD gives you the tools to deliver or send files, forms, reports, documents in almost any format and delivery method possible.  And as each customer, vendor, employee, whomever may need different methods of delivery, converted file types, or naming conventions Messenger EDD can be configured to address those needs on a recipient-by-recipient, document-by-document basis and also automate the maintenance of the preference settings through Recipient List scripts.


Let Liaison Messenger EDD remember and perform the details...

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Liaison Software Corporation is a privately held company, located in Southern California. Founded in 1993, Liaison Software developed the first commercially available DOS-Windows cross-platform CRM system. That product, Liaison CRM, is still available today in it's 6th version.

Liaison Software Company, LLC incorporated in March of 2001 and was renamed; Liaison Software Corporation. 

During the 2000s, Liaison focused their efforts into expanding their Liaison Messenger product into the booming Microsoft Great Plains and Solomon IV Accounting market which later became Microsft Dynamics GP and SL. Liaison Software Corporation is a Certified Partner and Certified Independent Software developer for Microsoft Corporation as well as a strategic Development Partner for Sage Software.

Becoming an Integrated Solutions Vendor for Epicor in 1995, Liaison has expanded its offerings and now develops Workflow Automation Solutions that supports a wide array of accounting systems with an emphasize for Sage Software’s Sage 100, Sage 300, Sage 500, & Sage X3 and the entire line of Microsoft Dynamics AX, GP, SL, NAV, and 365 products.