WorkBook

Reply to or Forward Emails about Debtors or Creditors

The Emails tab displays your email communications with the debtor or creditor that you select on the List tab.

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

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

To reply to or forward 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 WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the debtor or creditor email that you want to froward or reply to.
  3. Take one of the following actions in the left pane of the Finance & Administration page:
    • Select Debtors > Debtor List.
    • Select Creditors > Creditor List.
  4. On the List tab, select the debtor or creditor that is connected with the email that you want to reply to or forward.
  5. On the Emails tab , select the email that you want to reply to or forward and click Reply / Forward Email on the grid toolbar.
  6. Select the applicable action from the drop-down menu.
  7. In the Compose New Mail dialog box, compose your email and click Send.