PDF report email settings

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

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.

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

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.

Unlock more value with add-on modules for your payroll

Available modules: Leave, Personnel History, General Ledger, Skills, Sage Self Service, Loans, Employment Equity and Job Costing.

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