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Create AP EFT Template to email advices

Create AP EFT Template to email advices

Description of Issue

Set up EFT Template to email Vendors

Context
  • Munis
  • Enterprise Forms Administration
  • ReadyForms
  • Template
  • AP
  • EFT
  • Accounts Payable 
  • Advice
  • Notification
Cause

Informational

Resolution

To create a new Template for AP EFT emails: 

  1. Open the Tyler Menu.
  2. Navigate to Enterprise Forms Administration (ReadyForms)
  3. Navigate to Accounts Payable > Account Payable Check.
  4. On the left hand side of the AP Check template, click Duplicate
    1. Recommended name for template is AP EFT
  5. Click Copy.
  6. Make proper EFT configurations on the Template: How to change AP template header name in Enterprise Forms Administration
Additional Information





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