AP Creditor Batch Email

Navigator > Reports > Accounts Payable > Creditor Batch Email > Creditors tab

Select creditors and contacts as recipients for a batch email.

Merge fields may be populated with values to be included in the email. They are accessed under the Custom object in the HTML Email Editor.

You can also use the Batch Email button on the Creditor List or Contacts List to start a Batch Email for the records shown in the list.


	Expand Toolbar `(Ctrl+F9)`	Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
	Insert `(F4)`	Insert a line and choose a recipient from the lookup.
	Move up `(Shift+Up)` Move down `(Shift+Down)`	Move the creditor up or down a line.
	Delete `(F3)`	Remove the recipient from the list.
	Customise `(Alt+F5)`	Opens Customise Fields - you can customise fields visible in the grid.
	Print `(Ctrl+P)`	Opens Report Selections Form. You can print a report listing the Creditors selected.
	Sort `(Ctrl+F2)`	Sort the list.
	Refresh `(F5)`	Reload changes other Users may have made.
	Import `(Ctrl+I)`	Import a tab delimited or CSV file with Creditor Code, Contact ID, Creditor Name, Contact Name, Merge 1, Merge 2, Merge 3, Merge 4. Only Creditor Code is required, other fields are optional.
	Export `(Ctrl+E)`	Export a tab delimited or CSV file with: Creditor Code Contact ID Creditor Name Contact Name Merge 1 through 4 For CSV files, the delimiter is a comma, for other files it is a tab character.
	Customise Toolbar	Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.
Use SMTP Mailing		This defaults from the User Email settings. Selected, use SMTP to send email from Accredo. The SMTP message defaults will be used. Setup a Company and User defaults for SMTP mailing. Clear, use MAPI (default) to send email from Accredo.
Request Read Receipt		You can request notification when an email message is opened by its recipient.
Trigger Mail Events		Selected, when Batch Emails are sent, the Mailer Before and After Send events for emails will be triggered for each email. Note: If emails are consolidated for documents, the Account File and Account Code of first document will be used for the email. Unselected, events for Batch Emails will not be triggered. The default value is set in Trigger Mail Events for Batch Emails.
	Preview `(Alt+P)`	Preview the email from the HTML or Plain Text Email Editor tab
	Send `(Alt+E)`	Send the email, on completion the Email Results window will open.

HTML Email Editor

Enter the email text to be sent. See Email Editor.

Attachments tab

You can add one or more attachments to be emailed. Drag and drop is available. Email Results will return the recipient and email address if send fails.

Note: For best speed when sending email ensure any images are sized appropriately rather than scaled down and attachments are local to the client you are sending the email from.

In This Section

AP Batch Email Results