Send Emails (Automated)

For automated emails, you will need to configure emails in the system, create any needed templates or distribution groups, and then enable automated emails. Automated emails can be enabled for billing, export, import, and payroll processing. You can also monitor sent emails.

Setup Emails

Define settings that control how emails are sent from the application. See Email Configuration.
Create email templates. Templates define the information, structure, and layout that will be included in emails. See Email Template.
Create reusable groups of email recipients to receive email notifications. This group can be used when generating emails for select areas of the system. See Email Distribution Group.

Enable Automated Emails

Automated emails can be configured for billing, export, import, and payroll processing. The way that emails are enabled for each area of the application varies; for more information see the related sections outlined below.

Email Type	Description
Billing	For billing, emails can be enabled based on the configuration basis. From Client (Default), you can create email configurations bases, select a template, and add recipients. For more information, see the Email Configurations area in Client. From Project (Bill Terms), you can select an Email Configuration Basis, select a template, and add recipients. For more information, see the Email Configurations area in Project. From Final Bill (Info), you can review a list of recipients that will receive email notifications. For more information, see the Email Recipients area in Final Bill.
Export	For exports, emails can be turned off, always sent, or only sent when an error occurs. A template and distribution group can be assigned. For more information see Export Request- Email Notification.
Import	For both manual and automated imports, emails can be turned off, always sent, or only sent when an error occurs. A template and distribution group can be assigned. For more information see Import Request - Email Notification (Manual) or Import Request Routing - Email Notification (Auto).
Payroll Processing	For payroll processing, emails can be turned off, always sent, or only sent when an error occurs. A template and distribution group can be assigned. For more information see Payroll Processing Company - Email Notification.

Send Emails (Automated)

Automated emails are sent based on the settings you define in each area. For example with imports, you can select if emails should be sent whenever a file is imported or whenever there is an error with an import; so, emails will be dependent on these settings. Once the criteria is met, the system sends an email. To monitor sent emails, see Email Detail (Inquiry).