Can you set it up for the company address to appear on emails being sent with reports?

Deirdre Lowery
Deirdre Lowery Member Posts: 8 Reckoner Reckoner
in Accounts Hosted

I want to send reports to the accountant via email. Is it possible to have the company address automatically appear on the body of the email?

Best Answer

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 293 Reckon Staff
    Answer ✓

    Hi @Deirdre Lowery

    This can be managed from the following options as mentioned below -

    • Create a Report - Click on Modify Report
    • Going to Headers/Footer will give you an option to enter the Company Name.
      image.png
    • Other option is Go to Edit - Preferences - Send Forms
    • In here, you can have the information for the Body of an email.
    image.png

    I hope this helps. Please feel free to reach out for any concerns/issues. Thank you!

    Regards

    Tanvi

Answers

  • Deirdre Lowery
    Deirdre Lowery Member Posts: 8 Reckoner Reckoner

    Thank you Tanvi. I had been looking for "email" rather than "report" to change it. All working now.

    Many thanks

    Deirdre

Categories