Email a Billing List

You can share any list report as an attachment to an email message.

To send a Billing List as an attachment to an email message:

  1. Open the appropriate Billing Group or Rate Table form. For example, to download the Billing Group List, click Billing > Billing Groups from the Navigation menu.
  2. Complete one of the following actions:
    • To print one group or table, select a billing group or table, then click Print > Print Current > <Billing Group or Table>.
    • To print all open billing groups or rate tables, click Print > Print Active Group.
    • To select several groups or tables to print, click Print > Select <Billing Group or Table> > to Print and select the groups or tables to print.
  3. Click the Email Report icon at the top of the report.
  4. In the Email Report dialog box, in the To field, enter the email addresses of the primary recipients of the email message.
  5. In the CC and/or BCC field, enter the people who should be copied or blind copied.
  6. Edit the Subject.
  7. Enter a message to accompany the report.
  8. Click Send.