Creditor remittance should sent to accounts email
Creditor statements are sent to the main contact against the creditor. This should only be for maintenance. The statement should be linked to the accounts contact, if one is entered. Primary should only be used if there is no accounts contact
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
We're pleased to announce that this suggestion has now been released! Creditor Contacts that are marked as Accounts will receive a copy of the Remittance Statement via email. The Company Contact will still receive a copy of the Remittance Statement as normal.
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Vonny Bee commented
Creditors often have a second email address eg work orders to @workorders and @accounts for remittance/statements. Currently PT has only 1 email address option.
Please enable statements to be able to be sent to a different email address accommodate this