Email Templates List

Access this report using Reports>Payroll>Lists>Email Templates List.

Use this report to print email template information. Email templates were created for Accounts Receivable Billing Invoices and Customer Statements, as well as Payroll Employee Vouchers.

 

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

• By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
• By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Process Type	The process type selected for the email template, such as A/R Invoice or Customer Statement. This is the type of form associated to this email template.
Process Template	The process template is the type of email being composed. <Default> is the generic or standard email format that can be sent to any customer who want their statements or invoices emailed. Process Templates can also be customized based on process type and even each individual customer.
Email Routing From	The From email address entered on the email template.
Email Routing Cc	The Cc email address entered on the email template. The Cc email address displays on the email.
Email Routing Bcc	The Bcc email address entered on the email template for the process type selected. The Bcc email address does not display on the email.
Email Content Subject	The subject line entered on the email template for the process type selected.
Email Content Message	The message included in the email for the process type selected.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.

Be sure to have the Administrator set up proper security for the Reports>Lists>Email Template using Security>Set Up Organization Menus. (For Accounting, select the type and ID, expand Accounting>Reports>Lists and highlight Email Templates, and then check the Rights for this folder. For Payroll, select the type and ID, expand Accounting>Reports>Payroll>Lists and highlight Email Templates, and then check the Rights for this folder.)