Product: MailOmatic for Accounting
Description: This solution describes how to mark recipient records with an Action type to show that a statement, invoice, receipt, payment notice, paystub, or purchase order form has been sent from MailOmatic for Accounting.
Environment: All
Version: All

Answer:

1. Open MailOmatic for Accounting application from within The Financial Edge
2. Select the Settings button at the lower right hand side of the screen
3. When the MailOmatic for Accounting configuration window opens, select the Module Settings tab.
   

If you are working with AR Report Settings, the top portion of the screen contains the following options:

A. Add this action type to recipient record for statements:
B. Add this action type to recipient record for invoices:
C. Add this action type to recipient record for receipts:

If you are working with EFT Settings, the middle portion of the screen contains the following options:

A. Add this action type to vendor records when sending AP EFT notices:
B. Add this action type to employee records when sending PY EFT notices:

If you are working with AP Report Settings, the bottom portion of the screen contains the following options:

A. Add this action type to vendor records when sending Purchase Orders:

Each option contains a drop down that will be pre-populated with values from The Financial Edge action type table entries. If the value that you would like to select from the drop down is not listed, you will need to add the value to the Action Type table.

How to add a value to the Action Type table:

1. Go to Financial Edge
2. Select the module you are working in, Accounts Receivable, Accounts Payable, or Payroll
3. Select Configuration
4. Select Tables
5. Select Action Type
6. Select "New Table Entry" at the top of the screen
7. Enter desired value and select OK
   

For more detailed information regarding MailOmatic for Accounting, please refer to the User Guide for MailOmatic for Accounting