Statement of Account "Send By"/"Reply to" email address

QUESTION: Is it possible to configure all SOA emails to be sent from a single, centralized mailbox? Currently, it seems that when users send one or multiple reminders, the emails are sent from their personal mailboxes. We have set the general mailbox address correctly in the Email & Bank tab in System Settings, but the same behavior persists.

RESPONSE:

When sending Statements of Account via email, the system will always display the user performing the task as the sender, using their email address. This applies whether a single statement or multiple statements are being sent.

However, if the recipient (your client contact) replies to the email, the reply will default to the email address configured in your Environment Settings, rather than the email address of the original sender. If you want it defaulted to the sender email, leave the field in the Environment Settings empty.

This functionality leverages the user's email application, which designates the user as the sender. The process relies on the default email account set up in the user's email application.

For individual Statement of Account emails, users (if permitted) have the option to manually change the "From" email address before sending. However, when sending statements in batches, this option is not available as the email application does not launch in this case.