Currently, bulk landlord statement emails will pull through the email signature of the user who completed the payment run.
To have these bulk statement emails pull through a set email signature that does not change per user, a new user account should be created on SME Professional which would be used to complete the payment run only.
1. Creating a new user account
Note that new user accounts can only be created by superusers (access level 0).
Go to Admin > View all employees.
Click on Admin page.
Open the Register user tab.
Enter a name for the new user.
A randomly generated password will appear. If necessary, click on the blue arrow icon to generate a new one.
Please take note of both the username and password.
Click Submit user.
2. Updating employee details
Using the details noted above, please log in to SME Professional as this new payment run user and navigate to Admin > My details.
Within this new user's employee record, the email signature field at the bottom of the page will need to be set, which will then appear at the bottom of the bulk statement emails. For further guidance on how to set up an email signature, please click here.
For our clients who are part of a franchise, we recommend that the below fields be populated within the new employee record. This will ensure that all the required information pulls through to the statement emails as part of your centralised email signature:
First name
Surname
Work telephone
Work email
Website