Found on the Customer and Supplier record windows, this tab card enables you to define the Default Output Destination for the documents listed. To find this tab card you may need to click on the tab scroll icons found just above the tab cards.

The current Output Destination is shown by an icon. The selections are changed by clicking on Edit then on the Document Settings icon. This opens a Document Settings window with the current selection displayed against each document type. Initially, the default method of Printer will be set for all documents. This can be changed to File, Fax, Email, or XML.

Once document destinations have been selected for Customers, it is possible to send invoices from the SOP Batch to Customers by different document delivery methods.

You can select batched transactions for multiple Customers all of whom have a different document destination selected.

The invoices will be sent to the output destination set on the Customer record.

Note: Email functionality within Access Accounts is designed to be used with Microsoft Outlook and Exchange only. Access Accounts has an internal PDF driver to enable you to produce and send formatted documents as PDF attachments. Please refer to the Help topic Email Reports for more details.

For Customers you may select the Destination for the Document Types:

Where the Destination choices are:

Additionally, for Invoice and Credit Note the Report Template menu enables you to select alternative Report Templates if these have been provided. The use of these Report Templates can be switched on in Security Profiles.

You may only select Email or XML if there is a valid Email address in the appropriate Multiple Address in the Customer record, i.e. for the Address flagged as Invoice when printing Invoices.

You may only select Fax if a Fax number has been entered in the appropriate Multiple Address in the Customer record. Fax settings must be entered in System Control Options - Documents tab - Fax Settings.

If you select XML, you should also complete the Our Account Code field on the Customer record Comms tab card. This code should be provided by the Customer and is used to identify the document and the sender when the document is received and processed by the Customer's accounting system.

For Invoice / Credit Note and Order Confirmation, the XML Format being used will be displayed. The XML button will open the XML Definition window in which you can enter the Subject and Message text for the email transmission. If nothing is entered for this Customer, the system default text will be used.

The Tag menu should be used to select the XML 'tags' that will automatically enter information into the XML Subject or XML Text message fields of the XML transmission. See XML Formats.

For Suppliers you may select Default Destinations for Statements, Remittances and Orders.

You can select Printer, File, Fax or Email, and for Orders only, you can also select XML

You may only select Email or XML if there is a valid Email address in the appropriate Multiple Address in the Supplier record, i.e. for the Address flagged as Statement when printing Statements.

If you are using the Stationery Option Remittance with Cheques, you should not select the Email or Fax options. If this stationery option has been selected and you attempt to send the remittance by Email or Fax, the document will be sent to the printer instead.

For Orders, the XML Format being used will be displayed. The XML button will open the XML Definition window in which you can enter the Subject and Message text for the email transmission. If nothing is entered for this Supplier, the system default text will be used.

The Tag menu should be used to select the XML 'tags' that will automatically enter information into the XML Subject or XML Text message fields of the XML transmission. See XML Formats.

When posting transactions from the batch, the Output Destination menu on the Batch Selection window enables you to select for processing just those transactions that have been given Default Destinations on this tab card.