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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:
- Open the Tyler Menu.
- Navigate to Enterprise Forms Administration (ReadyForms)
- Navigate to Accounts Payable > Account Payable Check.
- On the left hand side of the AP Check template, click Duplicate
- Recommended name for template is AP EFT
- Click Copy.
- Make proper EFT configurations on the Template: How to change AP template header name in Enterprise Forms Administration
Additional Information
Create AP EFT Enterprise Forms Delivery Definition to email advices
Cannot modify Templates: Unable to Edit or Import Templates
Test Email from a Non_Prod environment like Test and Train: Testing Emails in non-production environment
, multiple selections available,
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