Maintaining the remittance layout

Owned by Former user (Deleted)
Last updated: Jun 26, 2024 by James Overell

To maintain the remittance layout:

  1. Open the Creditors tab of the Finance Configuration Maintenance window. See Synergetic Financial Configuration - Creditors tab.
  2. Click Remittance Layout.
    The Creditor E-mail Remittance Layout window is displayed.
  3. Select Test Mode to view a sample of the current layout. If you then want to change the wording or layout, click Design Mode to view the page in HTML.
  4. Change the Value column on the following two keys in Module > System > Configuration File Maintenance to point to your SMTP mail server and port. See the example below.
  5. Click OK when completed.

Example

Key1

Key2

Key3

Key4

Type

Value

SYSTEM

EMAIL

SERVER

NAME

STR

"Server Name"

SYSTEM

EMAIL

SERVER

PORT

INT

"Server Port"

This layout is generated by [finance].[spsCreditorEFT].

Available fields include:

  • ID
  • BankReference
  • MailNamePrimary
  • BankBSB
  • BankAccount
  • TransactionDate
  • TransactionSeq
  • OccupCompanyAttn
  • Fax
  • AccountReference
  • PayAmount
  • FullInvoiceDescription
  • AddressFull
  • Email
  • PostingDate
  • LodgementReference
  • IDRecordCount
  • InvoicePostingNumber