How do I email group certificates in Recon accounts hosted?

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Nick Powell
Nick Powell Member Posts: 8
edited August 2018 in Accounts Hosted

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  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited July 2018
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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.