Email a Billing List
You can share an electronic copy of any list report as an attachment to an email message.
To send a Billing List as an attachment to an email message:
- Open the appropriate Billing Group or Rate Table form. For example, to download the Billing Group List, click from the Vision Navigation menu.
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Complete one of the following actions:
- To print one group or table, select a billing group or table, then click .
- To print all open billing groups or rate tables, click .
- To select several groups or tables to print, click and select the groups or tables to print.
- Click Email Report at the top of the report.
- In the To field on the Email Report dialog box, enter the email addresses of the people to receive the email message.
- In the CC and/or BCC field, enter one or more email addresses.
- Edit the Subject.
- In the Message box, enter a message to accompany the report.
- Click Send.