Configuration

Configuration of Isah Finance is done in several locations.

• Isah Configuration is a tool you use to configure users, groups, permissions and general settings. Please refer to the Isah Configuration help for information about general settings and application-specific settings.
• In Isah Finance, you specify the document delivery method for sending reminders automatically.
• In Isah Finance, General, Financial settings you can specify multiple settings for reminders.

Print or Automatically Send Reminders

The required settings depend on your choice of reminder handling: Do you want to print a reminder as a PDF or do you want to create the PDF and automatically send it by email?

• If you choose to print the reminder, you define the PDF folder in Isah Finance, General, Financial settings, Reminders in the Reminders folder field. The account used for the Isah Finance Web Service (Application Pool) needs to have write rights in this folder.
• If you choose automatic delivery of reminders by email, you define the document delivery method in Isah. In addition, you define the main folder for PDFs in Isah on the Basic data form. You may define subfolders on the Document types form (see also: Send documents). The account used for the Isah Finance Web Service (Application Pool) needs to have write rights in these folders.

Document Delivery Method

Use the Delivery method form in Isah to configure settings for the automatic delivery of reminders. You need a license for the Send documents module to use this functionality. The delivery methods you define can be selected whenever you set up external document delivery: default values for debtors, settings in the Customers form and settings in the Reminders tab.

For automatic delivery the following settings are required:

• Select 'email' in the Output field.
• Select at least one recipient with an email address.
• Select a sender of the email.
• Specify the subject and text of the email.

Reminders

Use the Reminder setting details tab to define the contents and layout of reminders to be sent to debtors.

For each language and reminder you can specify which report will be used to print the reminder. The default report for the first reminder is R1085, for reminder number 2 it is R1086 and for the third reminder it is R1087. You can use custom reports, as long as the parameters match the ones in the default reports.

Note: If you use automatic delivery of reminders you can leave the Reminders folder field empty (please refer to Print or Automatically Send Reminders).