How do I email group certificates in Recon accounts hosted?

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Nick Powell

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Posted 3 months ago

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John G, Information Support Analyst

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Hello Nick,

Thanks for asking.

To email Payment Summaries your employees must have an email address entered on their Employee Record > Address and Contact tab, and on the same screen, for the Preferred Send Form Method have selected either Email or Both.   

When you generate Payment Summaries ( Employees > Process Payment summaries, select the email option:  Select Payment Summaries to Email.


Hope this helps.


regards,
John.