WorkBook

Download Emails About Debtors or Creditors

The Emails tab displays email communications you had with the debtor you selected on the List tab. You can download a copy of an email using Download email.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-company Access submodule under Settings.

To download an email about a debtor or creditor:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to download a debtor or creditor email.
  3. Take one of the following actions:
    • In the left pane of the Finance & Administration screen, select Debtors > Debtor List.
    • In the left pane of the Finance & Administration screen, select Creditors > Creditor List.
  4. On the List tab, select the debtor or creditor connected with the email that you want to download.
  5. On the Emails tab , select the email that you want to download and click Download Email on the grid toolbar.
    WorkBook downloads a PDF copy of the email to your local machine.