Email Remittance Dialog Box for Payment Review

Use this dialog box to send or resend electronic payment remittances by email for EFT payments.

Location

To display the Email Remittance dialog box, complete the following steps:

1. On the Vision Navigation menu, click Accounting > Payment Review.
2. Run a search for EFT payments for which you want to email remittances.
3. On the Payments grid, select the EFT payment or payments and click Email.
4. On the Email menu options, select Recipients or Specific Address to open the Email Remittances dialog box.

Contents

Field	Description
Subject/Message Options	Click the folder icon next to this field to display and select global and personal profiles saved for email remittances. Selecting a saved profile from the display will fill in the fields with the information found in the saved profile. You can edit the information in the fields after selecting a saved profile.
Organize	Click this button to open the Organize Options dialog box where you can manage your saved profiles.
Default	Click this button to reset the fields on the dialog box back to the original default information.
From	This field will automatically populate with your email address. If your email address is not available in your employee record, then the email address identified on the Email tab in Configuration > General > System Settings will be used by the system instead. The From field can also be filled in by selecting a saved Subject / Message Options profile if the saved profile contains an email address for the From field.
To	This field displays the email address of the default recipient and cannot be changed if you selected the Recipients option on the Email menu. You can enter the email address of the specific recipient if you selected the Specific Address option on the Email menu.
CC	Use this field to enter email addresses for the people to receive a copy of the email message.
BCC	Use this field to enter email addresses for the people to receive a copy of the email message. Email addresses entered in this field are not listed in the email message.
Subject	Use this field to enter a subject for the email message.
Insert Field	Click the button to view the Fields dialog box where you can select fields from a list that can be included in the Subject field.
Message	Use this memo field to create and modify the contents of the email message.
Insert Field	Click the button to view the Fields dialog box where you can select fields from a list that can be included in the email message.
Edit	Click this button to enable the text editor for the Message memo field.
Schedule	Click this button to identify when the email message will be sent.
Preview	Click this button to open the Remittance Advice dialog box, where you can preview the email message.
Send	Click this button to send the email message and close the dialog box.
Cancel	Click this button to close the dialog box without sending the email message.
Help	Click this button to access the help topic for the Email Remittance dialog box.