In one of the later steps (explained in detail in chapter 1.3 ) you will create contracting partners and select the language for correspondence with them. This language setup will in turn influence the sending of email statements at the end of the accounting process since the text in this email will be based on the language specified.

 

However, in order to enable all these future steps, at first it is necessary to create an individual text template for every language. This chapter will describe in detail how to set up such a language template.

 

Please open the tabstrip “Template Language and Email”:

 

 

 

 

 

Add language

Click on the button „Choose language“ to include additional languages in your template. The languages you select here will later be available in the setup of your contracting partners.

 

 

 

Once you have selected all required languages please close the window „Choose Language“. Your selection will automatically be saved.

 

Delete language

To delete a previously activated language please select the language and hit the „Delete“ button displayed in the image below:

 

Text Template for Email

To create a text template for your emails please click on the option „Edit“ next to the language.

 

 

Then, please click on the button „To“ and select the email address you wish to send future statements to.

 

 

In case you have set up several fields of the field type „Email“ in the previous process “1.2.1 Template for contract partners” you will now be able to see these different email types (e.g. “Business email”, “Private email”, etc.)

 

You can type additional email address in the CC and/or BCC field, so that you can send the statements to your own email address too. But please keep in mind that you will get every statement that will be sent from the Label Accounting!

 

As a next step you can now key in both the subject line and the text of the email. Specifically for the text of the email you can now either type in a text on the fly or use the fields you have previously defined in chapter “1.2.1 Template for contract partners”. For example, you could use these fields as a place holder for the salutation of your contracting partner.

 

To do so simply click on the button underneath the word “Message body” and select the required field.

 

 

When you are finished with the setup of your email text, click on the floppy disc symbol to save, then close the window.

 

Related Topics

1.2 Change settings