Overview
The Email Review screen can be accessed from the System Menu by selecting Tools, then Email Review.
The Email Review screen also displays after confirming the successful processing of invoices. It displays the status of email being sent. It does not display if there is not an email sent for this invoice.
When accessing through the menu, the From and To dates default to a 7-day period (the To date defaults to 'Today's date' and the From date is 6 days prior to the To date).
When viewing from Invoice Entry or Invoice Processing, the From and To dates default to 'today's date' and is filtered to show 'Only Show Email Not Sent'. Only invoices sent by you (the logged on User) are available to view unless you have the Security Feature 'View All".
Shortcuts
- Press ALT + F to open the File menu
- Press ALT + W to open the Window menu
- Press ALT + H to open Help
Security
The SYS Email Review screen has its own Security Group, SYS Email Review.
The View All feature is available for this screen.
The SYS Email Review screen is part of the AR Invoice Entry Security Group (View All Feature is not selected).
The SYS Email Review screen is part of the AR ALL >Security Group (View All Feature is not selected).
The SYS Email Review screen is part of the SYS Defaults / Setup ALL Security Group (View All Feature is not selected).
The SYS Email Review screen is part of the SYS ALL Security Group (View All Feature IS selected).
Tip: For more information see Security Groups Overview and Security Groups By Module.
Email Review screen
Key Functionality
Only Show Email Not Sent
Select this check box to display only email that was not sent.
When accessing from Invoice Entry or Invoice Processing the screen is filtered to show 'Only Show Email Not Sent'.
From and To Dates
The From and To Dates default to a 7-day period (the To date defaults to 'Today's date' and the From date is 6 days prior to the To date) when accessing the Email Review screen from the menu.
When accessing from Invoice Entry or Invoice Processing, the From and To dates default to 'today's date'.
View All Email
Displays only if the Security Feature View All is selected for the SYS Email Review Screen. >
Select the View All Email check box to view invoices that were sent by all users
Refresh
Click Refresh to update screen after changing filters or criteria.
Grid
Method
The Method displays how the invoice was sent. Either Email PDF or Email eHub Link.
Invoice Number
Double-click on the Invoice Number to open the Invoice for the selected record.
Email icon
Click the icon to display the Email Details.
