Personal Settings for Document Processing

When you process documents, you may want to apply your personal settings. In MYOB Acumatica, you can specify personal settings for documents exported to Microsoft Excel and for emails that you send from the system.

In this topic, you will read about personalizing settings for document processing.

Email Settings

Your personal email account is specified on the Users (SM201010) form by a system administrator who creates user accounts. You can view and change it on the General Info tab of the User Profile (SM203010) form.

If you need to send emails from MYOB Acumatica, you can configure your signature that will be automatically added to each email. You can create your signature on the Email Settings tab of the User Profile form.

On the same tab, you can select the system email account that will be used as the default email account when you send emails through MYOB Acumatica. Incoming emails and replies to mass emails will be automatically sorted by the system and routed to your personal email account.

For details about how to configure your email account, see To Configure Your Email Account.

For more information about using the email functionality in MYOB Acumatica, see Managing Emails.