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PDF report email settings

Created on  | Last modified on 

Summary

How to update report email settings and recipient list on Sage VIP Classic and Sage VIP Premier.

Description

The settings allow you to set up a list of recipients and customise the email content.

Resolution

Activate email function for reports on company PDF profile

  1. From the Company Listing screen, access your payroll company.
  2. From the Main Menu, select Company.
  3. Choose Miscellaneous.  
  4. Select the Miscellaneous 5 tab.
  5. Tick to E-mail report.

NOTE:

If you haven't completed your PDF email settings yet, you'll receive a message. For guidelines to complete this setup: Setting up your payroll to email payslips and reports 

Complete email setting on company PDF profile

The system will use these settings if a user's doesn't user their own PDF profile.

  1. Enter the recipient email address if different to the company email address (on the Basic Company Information screen).
  2. Enter the email content that appears in the body of the email sent to the recipients.
  3. Click Close to save settings and return to the Main Menu.

Complete email setting on user profiles

TIP:

If you've ticked 'Use this profile', the system won't use the company PDF profile. Each user completes their own setup. 

  1. From the Main Menu, select Reports.
  2. Select Reports and Maintenance.
  3. Click the PDF button to access the User PDF Settings screen.
  4. Click Recipient List to set up email list of all recipients of the reports.
  5. Enter the email content that appears in the body of the email sent to the recipients.
  6. Click Continue to save settings and return to the Main Menu.

Emailing reports

When printing reports, you'll be able to select to email reports. This also allows you to add passwords, choose recipients, and change the email content.

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