Welcome to the TOPS Software Help Center

Sign In to your account

How to email account history to an owner in TOPS [ONE]



Email an account history report to an owner in TOPS [ONE]; bring the facts to bear quickly and easily with a report to show the entire history of an owner or just a range, your choice!

Step By Step:

  • Ensure the Owner in question has a valid email address in the TOPS [ONE] system


  • Select the Reports area from the main navigation, click Standard reports


  • Select the report desired, i.e..Owners Balance Report, Aged Owner Balance..


  • Select the Owner in question, don't send the wrong owner a report on another owner.
  • Populate the email address of the recipient.
  • Click Schedule to process the report to be emailed to the specified Owner.



Pro Tip:

You can type the recipients email address into the field for the scheduled report, if it is not already entered into the system.


We'd love to hear from you. Please vote and comment on this article! 

Was this article helpful?
0 out of 0 found this helpful