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February 27, 2024
Question

How do i CC a remittance advice to a 2nd email address as well as to my supplier

  • February 27, 2024
  • 1 reply
  • 0 views
we used to be able to do this but now there is no little CC box when we generate a remittance

1 reply

JenoP
February 27, 2024

I appreciate your time in reaching out to us, Steve. I understand you want to email a remittance advice to multiple recipients.

 

For now, the CC feature can only be used to send customer-related transactions like invoices and estimates. You can read more details about this here: Email A Sales Form Or Report To Multiple Email Addresses.

 

As a workaround, you can remove the email address from the supplier's profile. QuickBooks will prompt you to enter the recipient's email when sending the remittance advice. At that point, you can type in multiple addresses separated by commas.

 

 

 

There's a check box for Save email address for future use in case you want to save the details again in the supplier's profile.

 

I would also suggest submitting feedback requesting the ability to CC supplier transactions like remittance advice. Customer suggestions are reviewed when planning future QuickBooks updates. You can learn more about providing feedback here: How Do I Submit Feedback?

 

Here are a couple of additional articles that can be helpful when recording and managing supplier transactions:

 

 

Please don't hesitate to reach out again if you have any other questions when sending out emails and transactions in QBO, Steve. Our team is here to offer guidance whenever you need it.

August 19, 2024

I've just been on a chat with Customer Support who have advised that there has been an update to remittances, so that now remittances are automatically sent to all recipients of the PO, even though the Bill Payment shows no cc or bcc addresses. Also advised that there is no option to remove these addresses from the remittance transmittal.

 

For my business, this update is problematic as Purchasing and Operations are cc'd on POs as it relates to their job scope. They are now copied in on remittances as well, and I have no option to edit the recipients.

Is there an option to stop this? The only advice given by Customer Support is to remove the cc'd emails from the PO transmittal.

 

August 19, 2024

I can see how this remittance updates impact your business operations, @tracynz.

 

Currently, the only workaround to stop sending the remittance is the advice provided by Customer Support to remove the cc'd emails from the PO transmittal.

 

For now, I encourage you to submit a request to our Product Development Team to add the feature for editing and to have the option to stop sending remittance advice in future software updates.

 

Here's how:

 

  1. Go to the Gear icon at the top right.
  2. Select Feedback.
  3. Enter your request or suggestions.
  4. Click Next to submit.

 

Additionally, check out helpful articles for assistance with your QuickBooks Online tasks: View all help.

 

You can always let us know if you have any other concerns about remittance advice updates. We're here to get you covered. Keep safe.