Steps
to Complete Email ManagerNote: The following steps are for setting up Accounts Payable to email the direct deposit stubs to vendors during a check cycle.
Step 1: Complete Applicable Fields in Email Manager Option
Complete the following information in the Email Manager option: 1) complete the General Options tab (if not already completed) by selecting the Enable Email Manager field and completing the remaining fields; 2) if needed, on the Email Addresses tab, add an email address to use when emailing the Accounts Payable direct deposit stubs; and 3) complete the Direct Deposit/1099 Options section on the Accounts Payable tab.
Steps
to Complete Email Manager
Step 2: Complete Applicable Fields for Vendors
On the Address screen in the Vendor File, enter up to three email addresses for Business, Personal, and/or Other for each vendor who will have their direct deposit stub emailed as part of a check cycle. Then select the Direct Deposit field for each applicable email address in order to send the direct deposit stub to the vendor's specified email address; a checkmark will appear in the box if the field is selected. If needed, email addresses for vendors can be imported; also, the Adjust Email Addresses option can be utilized to update the usage field for Direct Deposit for vendors.
Steps
to Import Vendor Email Addresses
Steps
to Adjust Vendor Email Addresses
Step 3: Verify and Edit Direct Deposit Stubs
Verify the check setup for the Accounts Payable direct deposit stubs within the Check Setup - Vendors option, and edit the check setup if desired. When emailing the direct deposit stubs, the default direct deposit format for each applicable checking account as defined in the Check Setup - Vendors option will be used.
Steps
to Change a Check Setup for Vendors
Step 4: Complete Email Direct Deposit Stubs Option During an Accounts Payable Check Cycle
During an Accounts Payable check cycle, complete the Email Direct Deposit Stubs option.
Steps
to Email Direct Deposit Stubs
Tip: If desired, utilize the Resend Email Direct Deposit Stubs option instead of the Email Direct Deposit Stubs option in order to delay emailing the direct deposit stubs until after the check cycle batch is posted.