Hi,
This report is not modifiable, therefore, you can't change transmittal text contained in the report area.
When this report is emailed out, clients immediately call back after receiving the email inquiring where the payment is because of the nature of an EFT. The current wording is "An EFT payment from Sage for $$.$$ was created on 22/10/2019, and you should expect to receive the payment to your account. Open the attached EFT payment receipt to view the details of the invoices paid with this deposit"
Modify it along these lines "Please find attached payment advice from [Company Name] on [Date created] detailing a deposit to you and/or your company.
Please allow a minimum of 3 business days after the transaction date for the funds to be deposited to your account”
Option 1: make the transmittal text pulled from somewhere that can be edited (Form).
Option 2: make the report modifiable.
Thanks
by: Richard K. | over a year ago | Accounts Payable
Comments
ABSOLUTELY AGREE!!! The current wording in the email is unprofessional and lacks important information. The suggestion by Richard is excellent. I hope more vote for this change as I have currently used "notes" to print the additional detail regarding payment etc, on the payment notice that is the attachment of the email. Wording should always be modifiable by the Sage User to customize to their business needs. "..you should expect to receive the payment to your account..." When????