Note: When using Windows 7 or Vista you need to use Outlook 2007 or earlier.
There are a few areas of consideration when trying to set up your system to send Statements via e-mail.
Step 1: Edit the E-Mail content this needs to be done per branch
Step 1.1: Select setup by clicking on the spanner.
Step 1.2: Select Program Setup
Step 1.3: select your branch
Step 1.4: select setup system defaults and options
Step 1.5: Select the Documents/Sequences tab
Step 1.6: On the right hand side you will see the “Email Statement Subject” and “Email Statement Message”
Step 1.7: Here you are able to personalise the E-Mail subject line by clicking in the field and typing.
Step 1.8: When you click in the Message Field it is expanded and you are able to type multiple lines, click away from the text box for it to be reduced.
Step 1.9: Select the disc icon to save changes.
Repeat Step 1.3 to Step 1.9 for all branches.
Step 2: Setting Up the Customer to Receive a Statement via E-Mail.
Step 2.1: On the main menu Under ‘Customers’ select ‘Master File’.
Step 2.2: Select the Customer to receive the Statement.
Step 2.3: On the ‘Customer Master File’ select the ‘Banking’ Tab
Step 2.4: Set the ‘Preferred Accounts Delivery Method’ to Email.
Repeat Step 2.2 to Step 2.4 for all customers you wish to get their statements via Email.
Step 3: Print Customer Statements to EMail.
Step 3.1: On the main menu Under ‘Customers’ select ‘Reports’
Step 3.2: Select ‘Statements’
Step 3.3: Set the ‘Delivery Method’ to Email
Step 3.4: Adjust all other statement options as required
Step 3.5: Select the Print button.
Step 3.6: On the Print Select Screen Select ‘Export as a pdf’ and ‘Email – Attach & Send’.
Step 3.7: Select the Print button.
The EMails will now spool to your Outlook.