Email

Enter the email address of the person to receive the email and any attached file(s).

Subject

Enter the subject of the email.

Message

Enter the email message text.

Grid Details

Include files from all users

Select this check box to show files from all users in the grid; otherwise only the logged-in user's files appear.

Only users with the permission to view other users' files can see this check box. Refer to Effect of Permissions, above, for more information.

Note

There is not a UserID associated with the Direct Rent ABDS 2.25 and AMSI 1.0 — 5.0 file names. In order to see the file, you must check the "Include files from all users" option.

It is not recommended that you hide a file unless the file is not needed by any user, as it cannot be unhidden without contacting Support.

File Name

The display-only file name of a file that can be sent as an attachment (or hidden). Notice the file name changes once it has been sent. For example, in its original state, a file name may read Refund.APS. Once it has been sent to a specified email address the file name changes to include the senders name, and the current date and time. For instance, Supervisor20060209-131645-Refund.APS.

Username

The user name associated with the file. Users with the permission to view files from other users can sort on or filter by Username. For information about the permission, refer to Effect of Permissions, above.

File Date

The display-only date and time the original file was created.

Email

Check the box to include file(s) as attachment(s) to the email that is sent when the Process button is selected. Files not checked are not attached to and sent with the email message when the Process button is selected.

Hide

Check the box for a file to hide that file and when the Process button is selected, the file is hidden from the grid. The default is unchecked. Refer to About Hiding Files, above, for more information.

Buttons

Reset

Click Reset to reset all fields to the default. All information will be lost.

Process

Click Process to execute the choices you made on this page: email with attachment(s), email with attachment(s) and hide file(s), or hide file(s).

To allow a user to view and email Accounts Payable and General Ledger files from other users, this permission must be granted in the System module: View files of other users (System—Security—Users—eSite—Special—Email AP/GL/ACH Files—View files of other users).

Users with this permission can select the new check box, Include files from all users, to show files from all users in the grid. Then, the user can select any file(s) in the grid to email and/or hide. If the new check box is not selected, only the user’s files appear in the grid.

Users without the permission cannot see the Include files from all users check box, which only appears on the form if the permission is granted. These users can only see and work with their own files.

Setup—Policies—Global Policies—Inter Property, Addl Tab

The policy Special/Email AP/GL/ACH files should not combine and compress the selected files affects this utility.

Refer to the Inter Property, Addl Tab  Field list for more information.

• The Email and Hide check boxes may be used together to simultaneously email and hide the selected file when the Process button is clicked.
• When the Hide check box is checked, this removes the file from the grid of all users (with the View files of other users permission).
• We do not recommend that a file is hidden unless the file is not needed by any user, as it cannot be unhidden without contacting Support.

1. Verify that the current property selected is accurate prior to running this process.
2. Select Special—Email AP/GL/ACH Files. The page appears.
3. Complete the fields on the page. For help, refer to the Fields list.
4. Select the Process button when all data entry is complete. The system sends the email with attachment(s) to the specified address and/or hides selected file(s).

 

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