Email Preview

Access this form using the Activities>Accounts Receivable>Print/Email Calculated Invoices>Start button>OK button; Activities>Accounts Receivable>Customer Statements> Load Statements (Print/Email) button; or Activities>Payroll>Print Email Checks and Vouchers>OK button.

Use this form to preview the form being emailed, such as a customer invoice or statement or employee payroll voucher. Double-click on a row to view the form as a PDF. This form displays only when you have selected the Email {Form} check box and entered an email address on the Maintain>Accounts Receivable>Customers>Email Tab or Maintain>Payroll>Employee Information>Email Tab. It contains a list of system produced PDFs which is stored in your temp folder until you preview and send them. Once you have previewed the forms, close the PDF file before clicking the Send button, to begin generating and sending the email attachments. Click Finish to close the Processing form.

 

Filters: The filter is for display purposes only; it simply allows you to limit which items are displayed in the Available Items table.

• Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, set up its filtering criteria. Then, the table is limited to the data that falls within the designated filter criteria.
• Compares To: Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which items are displayed in the Available Items table.
• Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
• Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Available Items Table: The system displays the applicable columns for the preceding form. Select how many items per page to display using the Records per Page drop-down list. You can view items in the table in increments of 10, 25, 50, 100, 250, 500, or 1000. The default value for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.

Records are initially sorted on the first data column in ascending order. However, records can be sorted based on any column by clicking on the column heading. The column on which items are sorted has (ascending order) or (descending order) in the column heading.