Download Emails about Debtors or Creditors

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

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 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 WorkBook system, use the drop-down list above the left pane of the Finance & Administration page 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 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 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 computer.