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What is transaction email sage?

What is transaction email sage?

You can use Transaction e-Mail to send orders to suppliers and invoices to customers. Invoices and orders can be directly imported into your Sage Accounts software, automatically creating Invoices or Purchase Orders.

How do I search for a transaction in Sage?

  1. In the Home window, click the arrow in the Search Company field to open the Search window, and then select the Advanced tab.
  2. Select the record or transaction type from the list.
  3. Select the Field and Matching criteria that you want to find.
  4. Type a Value.

How do I change my email address on Sage?

You can’t replace the email address for a My Sage login, instead you must create a new My Sage login for the new email address and link it to the required accounts. To create a new My Sage login and link it to the required accounts, please refer to the Create a login section in article 35944.

How do I find sage?

Apply a search

  1. Open the required module, for example, Customers.
  2. In the Search box enter the name or value you want to locate and click the spyglass or press Enter.
  3. To switch between your search and all records, to the left of the Search box click the filter funnel .
  4. To clear your search, click the Clear filter option .

How do I email pay stubs from Sage 50?

Go to your paycheques screen, select an employee and create a paycheque, and tick the box for direct deposit. Once done look for the email icon in the top right hand corner of your paycheque screen and click on it to send the cheque stub, then post.

Can you email invoices?

The good news is that you can send an invoice using any email program or platform. So, if you have a service that you prefer, you’re welcome to use it. Invoices sent via email have several benefits over traditional invoices sent by mail. For one, invoices sent by mail can become lost or delayed.

How do I change my email on Sage Payroll?

Open Sage 50cloud Payroll, double-click the relevant employee. In the Personal tab, enter the employee’s new email address. Click the Analysis tab, and enter the employee’s new email address. Click Save.

How do I send transaction e-mail in Sage?

To enter this click Settings then click Company Preferences. Create the invoice or order as normal and then click Send T-EMail. If you can’t see the Send T-EMail opton click the double chevron at the bottom right corner of the window. On the Tools menu click Transaction Email.

How to email sales invoices in Sage 50?

To email sales invoices, you can do any of the following: Email invoices one at a time from the Sales/Invoicing window by clicking Email. If you click Email in the Sales/Invoicing window, Sage 50 emails the invoice and also saves the invoice. Email a batch of invoices in one session from the Sales/Invoicing window.

Is the sage transaction e-mail in exclusive mode?

This file automatically recreates itself the next time that you access the Transaction e-mail option. Sage Accounts is in exclusive mode. Sage Transaction e-Mail cannot logon at this time This message only appears if you are currently in an exclusive mode within Sage Accounts, for example, calculating a VAT Return.

Where are the XML files in Sage e-mail?

When you click Send eMail within an invoice or an order, Sage Accounts creates an XML file in the Accdata\\TMail folder. These XML files are picked up by Transaction e-Mail the next time it is opened. Run-time errors occur when Transaction e-Mail imports these XML documents and one or more of the XML files is corrupt.