Note: Optional file names settings. When you are printing documents (invoices, statements) from a Block of accounts you need to control the number of files created during the printing to file process.
When sending a copy of your customer statements to your comptroller you may wish to use method 1 above and send a single file containing all the statements. When sending a copy of your customer statements to your customers you need to use method 2 above and create individual files for each statement.
| File Name options | ||||
| prompt file name | resulting file name(s) | destination file | destination | description |
| invoice_%_name.pdf | invoice_NRC.pdf | optional | mandatory | NewViews will substitute %_name with the file name of the AR or AP account, e.g. invoice_NRC.pdf or invoice_NRC.xls |
| invoice_%_name_%_reference.pdf | invoice_NRC_12345.pdf | optional | mandatory | NewViews will substitute %_name with the name of the AR or AP account, and the %_reference with the transaction Ref #, e.g. invoice_NRC_12345.pdf or invoice_NRC_12345.xls |
| inv_%_description.pdf | inv_New York Radio.pdf | optional | mandatory | NewViews will substitute %_description with the description of the AR or AP account, e.g. inv_New York Radio Communications.pdf or inv_New York Radio Communications.xls |
| inv_%_clock.pdf | inv_20091018100501.pdf | optional | mandatory | NewViews will substitute %_clock with the date and time, e.g. inv_20091018100501.pdf or inv_20091018100501.xls |
| pay_notice_%_description.pdf | pay_notice_John_Smith.pdf | optional | mandatory | NewViews will substitute %_description with the employee's description, e.g. pay_notice_John_Doe.pdf or pay_notice_Jane_Smith.xls |
The most common email attachment file format is PDF. It is a universal format that can be opened by all computer users, Windows, MAC, Unix, etc.
NOTE: At this time NewViews does not support file attachments with a .doc extension.