Select Email from the Output report to field when eReporting is in use. You must enter the recipient's email address in the Email address field.
The naming convention for the email's subject line is:
Report |
Subject Text |
Example |
AR Statement |
Report name appended with period end date |
AR Statement 31/07/18 |
AR Invoice |
Report name appended with invoice number |
AR Invoices INV310347 |
AP Remittance |
Report name appended with payment reference & posting date |
AP Remittance 000010 19/07/18 |
Purchase Order |
Report name appended with PO number |
PO Purchase Order PO100 |
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
To name
The recipient's name.
To company
The name of the recipient's company.
Subject
The default value is the report name. You can change or add to it. You can enter up to 45 characters.
From name
The default value is the current user's real name. You can change it. If the user does not have a real name set up, it defaults to the user's login name, up to 45 characters.
From company
The default value is the name of the company that the user is logged into. You can change it, and enter up to 45 characters.
From voice number
The default value is the phone number of the company that the user is logged into and includes phone masking.
After you click the OK button, the reports are sent to the task queue for processing and passed to the print or email queue for distribution.
The email option is only available by clicking the Print button. It is not available if you click the Quick Print or Preview buttons.