Email Statements – Include Transactions in Email Text

When sending statements to email you could include details from the account within the email text but you could not include transaction detail. This new feature allows you to include transaction detail within the text message that would be of particular use in debtor chasing for overdue transactions.

Installation

Within the Document Design Manager the Email parameters have been extended to allow a header section (the previous email text section), together with a new detail and footer section.

When including data items the system will continue to recognise !nnn to print data items from the accounts file, the new standard is however !Xnnn where X is H for the ‘Header’ Accounts file and D for the ‘Detail’ Transactions file. The Header and Footer sections of the email parameters can only report items from the accounts file, the detail section can include items from both the accounts and transaction files. You can see the items available for selection from the Header and Detail buttons at the bottom of the screen.

The ‘Wordwrap’ setting is used to control the omission of trailing blank lines in each section but note that a blank line will automatically appear between the header and start of details, between each detail, and the last detail and footer section.If the wordwrap setting is not applied then blank lines are included.