Emailing GL Interface File
RecTrac 3.1.10.18.00
Table of Contents
Problem
After the GL Interface runs, I would like to have the export file sent to my email. How can I accomplish this?
Solution
When running or scheduling the GL Interface, under additional settings, toggle on Email Export File. Enter a valid Email in the Email Address field that appears.
Note:
You are unable to update existing scheduled GL Interfaces. You will need to reschedule the export with the Email Export File toggled on.
Steps For Solution
- In RecTrac, go to the GL Interface.
- Enter in necessary criteria.
- If rescheduling, go to Scheduled Events Management.
- Highlight the existing GL Interface event from the DataGrid.
- Refer to the Schedule Information for details on criteria selections and use these settings for the new event.
- Under the Additional Settings group, toggle on Email Export File.
- Enter a valid Email in the Email Address field that appears.
- Click Process to run the event now once or click Schedule and fill out the Schedule Generator screen to have this event run automatically.
- If you are scheduling and the GL Interface was previously scheduled to run automatically, go to Scheduled Events Management.
- Highlight the old GL Interface event from the DataGrid.
- Click More > Delete Event.
Next time your GL Interface is processed a copy will be emailed to the address you provided.