LG -

You were informed correctly for your version of Sage 500.

This feature was introduced in the 7.5 (aka 2013) version of Sage 500. The new feature is called Multiple Email Recipients for Document Transmittals when you move to this release.

Unfortunately in the version you are running you would need to have a customization done in order to have this feature.

Thank you Russ for your help. You wouldn't by any chance have any documentation on how to set up emailing invoices.

LG -

Here are two links to the basic setups for Document Transmittal:

sageerpinsights.com/.../

www.screencast.com/.../80fc4b7c-0f47-4595-bfec-bcd0b09c71b1

The one thing I would suggest when using exchange (and you see this in the example video) is instead of using a specific users account as the mailbox, setup a generic mailbox that multiple user can "Send As" in order to allow multiple users to utilize document transmittal. Your IT team can assist with this.

Working with your Sage 500 Partner and you IT staff would be suggested if you need further help. Typically if the above is not enough to get this working in your environment then whomever is assisting you would need to work more closely with you to review/resolve issues.


Good Luck!