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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Emailing vendors' ...
Microsoft Dynamics GP (Archived)

Emailing vendors' check remittances (not EFT transmissions) regardless of # of invoices being paid

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Posted on by Community Member

I am only able to have check remittances mail to our vendors if they have more invoices being paid than what can print on the physical check stub's remittance (vendors that I would normally have to print a separate remittance form for to mail with the check). So, if I have less than 12 invoices, it prints on the physical check and doesn't email. If I'm paying more than 12 invoices, the remittance will email to the vendor. We are still printing and mailing physical checks, so this is NOT for EFT payments. I thought maybe it's the "print separate remittance" option that shoots the email off, but I don't want to waste the paper on having every remittance print just so that the corresponding electronic version can email to the vendor.

 Thank you for any help you can provide as I've been working on this since February!

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  • Community Member Profile Picture
    Community Member on at
    RE: Emailing vendors' check remittances (not EFT transmissions) regardless of # of invoices being paid

    *EDIT*

    After using this a few more weeks, I've noticed that I have to click the "Separate Remittance" box in order for any payments that are paying only a couple of invoices to email off their remittances. So, what I've started doing is:

    • check-mark the Separate Remittance box on the "Print Payables Checks" window
    • making sure the "Print Documents" box is un-checked in the "Process Payables Remittance" window
    • check-marking the "Send Docs in Email..." box in that same window
    • Printing EVERYTHING to screen first (checks can always be printed from screen to paper checks after they're looked over)
    • repeat steps 2 & 3 if the same window pops up before processing the Post option
      • I've found that I can just print the paper remittances that I want to go into the same envelope as the check from my Check Remittance emails. I've entered my email in the BCC lines in the Vendor cards of those vendors I want to receive their remittance for (mainly because they like to email me Check information and I can just forward them those emails) or you can print the same info from your Outlook's Sent Items folder.

        There may be more Edits as I continue to experiment with this setting. It's hard because the only time I can verify my steps is on Thursdays when we print our checks. If it doesn't work, then it's too late. Unfortunately, I don't have the same access privileges in my real company as I do in Fabrikam, so I can only hope what I do in Test works in real life.

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Emailing vendors' check remittances (not EFT transmissions) regardless of # of invoices being paid

    I figured it out during today's check run! I left the "Separate Remittance" box unchecked on the screen that gives you your 1st check # of that run. I unchecked the "Print Document" of the Destination window and check marked the "Send Document in Email..." box, hit Process button. The next window for "Report Destination- Separate Remittance" will pop up, I printed to the screen. "Process Payables Remittance" window will pop up, I clicked the "Remittance Form" bubble. The Destination window came up, I check marked "Print Document", unchecked "Send Document in Email..." box. Sent all to screen and printed what I needed from there.

    All my emails sent, I didn't print anything onto paper that I didn't want or need! I tried to take notes as I was going through the process, I know they're kind of all over the place, hope they make sense for the next person.

  • Community Member Profile Picture
    Community Member on at
    RE: Emailing vendors' check remittances (not EFT transmissions) regardless of # of invoices being paid

    That would help with filtering out email/non-email vendors, but I don't believe that will alleviate the need to print paper remittances just so that the emails shoot off every week. That's the only way I've been able to have the email remittance transmit, printing off every vendor's remittance as well.

  • Suggested answer
    ShawnMD Profile Picture
    ShawnMD 1,456 User Group Leader on at
    RE: Emailing vendors' check remittances (not EFT transmissions) regardless of # of invoices being paid

    You could use Payment Priority (if you aren't already using it) - if vendor gets email, priority 1, if mailed, priority 2 (or something like that) and then when you build batch, create two batches, one based one PP = 1, and one based on PP = 2.

  • Community Member Profile Picture
    Community Member on at
    RE: Emailing vendors' check remittances (not EFT transmissions) regardless of # of invoices being paid

    Thank you, Leslie. Do you know of an easy/efficient way to filter out which vendors have email addresses attached to their vendor profile during the check printing process and which ones do not? I hate that wasted paper is printing just for the email to shoot off when there's less than 12 invoices being paid, so filtering email/non-email vendors doesn't eliminate the wasted remittance paper.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Emailing vendors' check remittances (not EFT transmissions) regardless of # of invoices being paid

    CW,

    Interesting question, I couldn't figure an answer to it either. A work around may be to make a separate batch for the vendors needing to be emailed.

    Leslie

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