Set Up Email Information to Deliver Joint Interest Billing Reports

Specify a default email subject and body to use when delivering the report to stakeholders if the delivery method is through email. You specify this information in Joint Venture System Options.

Joint venture application administrators can perform this task.

  1. Navigate to Setup and Maintenance and select the Joint Venture Management functional area under the Financials offering.
  2. Click the Manage Joint Venture System Options task.
  3. On Joint Venture System Options, click Start.
  4. In the "Joint interest billing report options" section, complete these fields to set up a default email subject and body:
    • Email Subject

    • Email Message Body

  5. Click Save and then click Cancel to exit.