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Set the default Report Email Message Template

If you regularly email reports to customers, then you may wish to set a default email template to send alongside the reports.

To do this, first click on “Financial” in the top menu, and then on “Financial Settings”. In the “Financial Settings” window that opens, click on the “Message Settings” tab. This window contains a variety of settings related to messages and financial documents, including the templates to use when emailing documents and reports to customers.

To select a default email template for reports, click on the “Report” dropdown and select which email template you wish to use. Then, click on the “Save” button in the bottom-right of the “Email Attachment Message Templates” panel.

Updated on August 14, 2018

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