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Customise Petty Cash Email Message

Owned by Kai Andras
Last updated: 05 Oct 2023
1 min read

Outline:

When a user selects the Email PC Form option from PC Entry, there is a default message sent in the email body below:

Please find attached a copy of your latest debit card expenses. Please fill in the details and return this form as an Excel document, along with a scanned copy of all receipts in PDF format.

 

If the production wants to customise this message in the body of the email you can do so by following the process below.

 

Process:

  1. Open Control Table → System Defaults → Debit Cards

  2. Edit the Email Body field with your desired text. This will be sent with all PC Emails.

  3. Click OK.