Connections
- Release notes
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
- Technical guide
  - Web API Endpoint
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
    - Item creation workflows
  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
Product Lifecycle Management (PLM)
- Release notes
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Electronic reporting

Smart send supports the distribution of business documents generated by Electronic Reporting.

Installed and configured ER formats can be selected from the Report format column in Smart send parameters When used in conjunction with SSRS it is recommended that the ER form, is set as the default report by enabling the default flag in Smart send parameters. This will allow Smart Send to complete an Automatic ER Named Destination set-up as outlined in Print Management below

Electronic reporting destinations

To use an electronic report with print management, an electronic report destination must be created for the selected report format. Even though electronic report destinations can be used to enable multiple destinations, at least the Smart Deliver destination must be activated to deliver a document via Smart Send.

Print Management

When the matching default report from the Smart Send Email parameters is entered into the report format field as part of the Print management setup, Smart Send will generate a new ER Named Destination for the nominated form prefixed with “Smart Send” the first time the report is published, for example, Smart Send Purchase Order (Excel). This defined destination for electronic reporting can then be modified to include additional outputs, such as Screen.