Next Generation - The Email Processing screen | Access Financials Help Centre

The Email Processing screen is within the System module which is security profile permission driven, so you may not have access to this screen if you cannot see the System module in your navigation panel.

Access the Email Processing screen

Click System then Email then click Processing.
Note: All emails that you have sent or are in progress are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

The Email Processing screen displays all the records of the emails that you have sent recently.

Note: Your emails, whether sent, pending, or failed are visible on the Email Processing screen. These emails are retained for 56 days, after which they are cleared. The cleanup process is not time-based. Instead, emails are cleared when new emails are sent, which triggers the system to remove any emails older than 56 days.

All of our enquiries use the same look and feel as well as functionality for consistency purposes.

You can run enquiries against all records or just a specific record.
You can apply filters to ensure that only the records you're interested in are displayed in the enquiry window.

Note: When clicking anywhere on a row, the action panel automatically opens from the right. You can close the action panel by clicking on the symbol below in the middle of the panel.

The Email Processing screen is made up of the following sections:

Sections	Description
Search field	Search on Account Code, Reference which is the same as the Invoice, Credit Note Number field or Receipts, Payments, Debit and Credit Adjustment Reference field for both customers and suppliers, or you can search using the email address. The Reference is picked up from the transaction that is the oldest transaction included in the email processing run. Tip: You have to know the first few characters or numbers to be able to search as this search is what we refer to as a Begins With search. You can search for the beginning of each word in the available quick search fields, no matter where they are. Example: If you wish to search for an Account Name of "The Access Group", you can now enter the words "The", "Access", or "Group" and Financials will intelligently find this result. Note: This search contains a Begins with search on each word, and is available for the Account Name and excludes the Header Reference.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry list. For more information, refer to the advanced filters article.
Cog	Contains a list of actions which can be carried out on the enquiry. Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns. Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the records on the Email Processing screen for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 500,000 rows to protect the performance. You can run several exports at the same time, even from the same screen and you'll be notified individually as each one is completed. Export to Excel Current View - Exports the currently displayed or loaded records and columns, the default is to load 100 transactions. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
Hide Grouping	You can select to group by any column when this option is on by dragging a column into the drag and drop columns header for grouping field. You can group multiple columns. You can turn this option off to allow for more space for your transactions by clicking on Hide Grouping. You can turn grouping back on by clicking on Show Grouping.
The Grid	Default columns are displayed when the Processing screen opens. You can change the columns position by pointing to the column label and once the cursor changes to a little hand, hold down your left mouse key and drag it to your desired position. For more information on how you can design your columns, please refer to our Configure Columns article. Each column is sortable and you can sort on multiple columns at the same time. You can filter on all of the columns by pointing to the column label and clicking on the icon to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once.
Action Panel Access other options	Select the checkbox in front of a record to open it. The Action Panel automatically opens on the right-hand side of the screen where you can access action cards. You can close the Action Panel by clicking on the icon in the middle of the panel. You can also open it again manually by clicking on the icon on the right-hand side in the middle of the Enquiry screen. For more information on the action cards, please refer to our Retry sending emails from the Email Processing screen or the Delete emails from the Email Processing screen articles

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