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Statements (Payroll type only)
These settings are specific to the statement functionality, available from the Aged Debtors report. Statements are emailed out to customers and here you can set the reply address and email content for those emails. Statements can optionally have a footer section on each page. Payment advice can be set for each currency relevant to the service.
Users with Access
The lists at the bottom of the page show the client and RSM users that have access to this service. These users will be able to view documents and messages for the service, and select it for any reports they have set up.
You can click on the user's name to view their details. To remove access for a user click on the delete icon
next to the user in the list.
Adding a Service
To add a new service click on the ADD A SERVICE button at the top right of the Services admin list.
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