Thursday, December 8, 2016

Do you EFT but still print remittances?

Sometimes when it rains, it pours.  It seems like requests come in waives, and in the last two weeks I have had 4 separate clients ask about or implement emailing remittances.  It seems like such an obvious thing, because if you are avoiding printing checks-- why wouldn't you also want to avoid printing remittances as well?

The good news is that it is super simple to set up.  Assuming you want the emails to be routed directly through exchange (and not through a local email client), you first need an account to be used for the sending of the emails.  And second, your exchange server needs to have the auto discover option enabled.  Then it is really as simple as the following 4 steps...

1. Admin-Setup-System-System Preferences, select Exchange for the email option
2. Admin-Setup-Company-Email Message Setup, create a message ID and message for the emails
3. Admin-Setup-Company-Email Settings, set options for emails (including document type) and then click Purchasing Series to enable and specify the email message ID for remittances
4. Cards-Purchasing-Vendor, enter email addresses using the Internet Addresses (blue/green globe) for the remit to address (use the To, CC, and BCC fields as appropriate) and then enable the email remittance under the Email Settings button for the vendor

Once you have these steps completed, it is as simple as choosing to email remittance forms when you are in the Process Remittance window (Transactions-Purchasing-Process Remittance).  Keep in mind, I definitely recommend doing this first with a single vendor using your own email address.  As you may want to tweak the format and/or the email message.

Happy emailing!

Christina Phillips is a Microsoft Certified Trainer and Dynamics GP Certified Professional. She is a director with BKD Technologies, providing training, support, and project management services to new and existing Microsoft Dynamics customers. This blog represents her views only, not those of her employer.

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