admin@sheathersmachinery.com.au

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Wingham Sheathers
Wingham Sheathers Member Posts: 10 ✭
edited May 2020 in Accounts Hosted
We email invoice, purchase orders, etc but there is no confirmation on Reckon that they have been sent and nowhere to see that they have been sent. Any suggestions

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  • Charley
    Charley Member Posts: 542 ✭✭✭
    edited May 2020
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    Easy; add your own email as a Cc
  • DFB
    DFB Member Posts: 33 ✭✭
    edited May 2020
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    Two easy solutions. 

    1. Add yourself, or a generic email address to the BCC: Field in all emails. You do this in PREFERENCES and then selecting each form type that you want to be copied on.

    2. You can check the Log File - Go to your Q:\ drive, select the LOG folder and then open the file for the date you wish to check. The file names are all random letters and numbers, so easy to search for the date you are after.

    Try either or both of these processes.

    Regards
    DB

  • Wingham Sheathers
    Wingham Sheathers Member Posts: 10 ✭
    edited May 2020
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    This seems ridiculous doing it this way.  It will show message in Reckon when you email a statement, why does it not do this when sending credits, invoices or purchase orders.  Sometimes if we add bcc it has not allowed us to send email until we clear bcc out of email.

    Surely Reckon can provide a better solution to having email confirmations than the user having to go to all this trouble just to get confirmation.

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