Banking Integration: Remittance Advices

Sending Remittance

Once a file has been uploaded, approved and processed, you have the option to send a PDF remittance advice via email.

To create a remittance advice:

1. Open the processed upload file
2. Click "Send Remittances"

3. Click "Send"

The supplier email address is stored in the transaction (and defaults from the email value in the Counterparty record).

Once sent, the message log button in the email stores details of when it was sent, or if there were any problems sending.

Example email remittance

Remittances provide a convenient and professional method of communicating to your suppliers.

An email is sent to each payee. The remittance advice email is formatted as pictured:

Employee remittances

The employee remittance email contains details of the employee wages.

Where does the remittance email address come from?

The email address is derived from the value entered in the payment.

The remittance email defaults from the Counterparty record

The remittee email address defaults into the payment details from the Counterparty Detail form, on the "Banking & Advanced" tab.