Hi, can you remind me how I change the default email message to the account statement? I can’t seem to find it?
Hi, can you remind me how I change the default email message to the account statement? I can’t seem to find it?
1 answer
Hi Hanneke,
How are you, if you’re trying to change the main login email you can follow the steps below. If you’re looking to change anything else around email, click the Cog and you’ll see Email Preferences.
Change Mail Email Login
Follow these steps:
- Add the multi user app
- Add your new email address
- Make new email address admin
- Logout
- Login as new email address
- Open multi user app
- Delete your old email address
- Uninstall the multi user app.
Pete
We try to keep the number of links to a minimum. So that Email Settings could actually live in 3-4 separates places. That means 4 menus get longer, more to read and learn.
But, if you didn't find them maybe we need to review.
Thanks for the feedback H. Give my love to Grumpy
We'll also be bringing in previews like the invoice invoice preview, so you'll be able to see what it actual looks like for the client.
That new invoice preview was 4mts in the making, looks like 2 days work!
Thanks H. I'm on this earth to answer your Q's. Plus it's much better than boring help files
We'll be bring out reports next year, they'll be clever and super simple.
The banks will be opening up their data next year (hopefully) then we'll be able to give you live reports and pretty much automate your rec. That's holding back a lot of what we want to do.
Anyway - sure that's the fun.
Most people just leave it as default, so we've not given it any time. We can look at increasing the space though.