Format

The format for the attachment.

Column and row positions for formats other than pdf are specified explicitly in the Statement document design.

Report File Name

The file that defines the statement document. You can design Statements using Statement Designer.

Set a default report file name from Navigator > Setup > Company > Reporting > Document Defaults.

Click Open In Designer to open the selected file in the AR Statement Designer.

Customer - From / To

Select a customer or range of customers.

Customer Group

You can select customers only from a particular group.

Period

Select the period to email statements for.

Statement Date

The statement date is passed to the report writer and can (and usually is) printed on statements.

Include Nil Balances

Selected, Statements will be printed for customers who have had Period Activity but have a Nil Balance owing.

Include Credit Balances

Selected, Credit balances will be included in the statement.

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.

Log SMTP Session

If an error occurs using SMTP, you can log the conversation with the SMTP Server. After sending the log is opened and can be printed to give to whoever configures the SMTP Server to assist with trouble-shooting. The SMTP log is not saved with the User settings, it is available for the duration of the Email Statements window only.

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.