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Exact Globe Tip: Send outstanding items per e-mail
In some cases it is desirable to send the list of outstanding items directly by e-mail.Exact Globe allows you to send both Receivables and Payables overviews by e-mail.
The following overviews can be viewed and send by e-mail:
- Ageing analysis
- Report payables
- Payables history
To get these overviews, go to [Finance, Accounts receivable, Receivables] or to [Finance, Accounts payable, Payables]. You can choose the desired overview in the submenu.
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In the next screen, enter the relevant criteria and then click Start. The desired overview will be displayed in a new window.
To send this list by e-mail, you can click on the Export button in the bottom of the page. At the Export screen, you need to choose MAPI in the Destination field.
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After you click OK, it is possible to define the export options. Finally, you can enter the details of the recipient and Send the e-mail.
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After you click OK, it is possible to define the export options. Finally, you can enter the details of the recipient and Send the e-mail.