Use Send and Receive to send reports that PayGlobal has placed in your Outbox. Reports can be sent by email or saved to a local or mapped network folder, depending on the report destination settings.
Important: Send and Receive only sends reports generated under your own PayGlobal login. You can’t send a report that another user generated, even if it appears in your Outbox.
Before you send a report
Make sure that:
-
You have run the report and selected the required destination.
-
The report is visible in Local Folders | Outbox.
-
You’re logged in with the same PayGlobal user account that generated the report.
-
For email reports, the required POP3 and SMTP settings are configured in Company Settings | Messaging.
-
For reports saved to a file, the destination is a local drive or mapped network drive that you can access. SharePoint and OneDrive locations aren’t supported as file destinations.
Send the reports
-
Open Local Folders | Outbox.
-
Check the reports listed and confirm their destinations before sending them.
-
Double-click Send and Receive.
-
Check the status of each report in the Send and Receive Messages window.
-
Wait until the reports show a status of Completed.
-
Review the audit log when prompted to confirm that the reports were sent successfully.
You can select Close When Finished if you want the messages window to close automatically after processing is complete.
Where do sent reports go?
After a report is sent successfully:
-
Email reports are sent to the configured email address.
-
File reports are saved to the configured local or mapped network folder.
-
The report is removed from the Outbox.
-
A copy is stored in Sent Items.
The audit log records details about the connection and files processed, including email, FTP and file destinations.
Check the Outbox before sending
PayGlobal sends reports in the order they were added to the Outbox.
If an earlier report can’t be sent—for example, because it has an invalid email address or an inaccessible file location—PayGlobal stops processing. That report and any reports after it remain in the Outbox.
Before selecting Send and Receive, check:
-
The destination address.
-
The filename and folder path.
-
That the destination folder exists.
-
That you have access to the destination folder.
You can display additional information, such as Destination Address and Filename, by right-clicking in the Outbox and selecting Customise Columns.
If a report stays in the Outbox
Try the following:
-
Open the audit log and identify the report that failed.
-
Check the report’s destination and email address.
-
If the report is being saved to a file, confirm that the folder exists and that you have permission to write to it.
-
Delete the unsuccessful report from the Outbox.
-
Run the report again using the corrected destination details.
-
Run Send and Receive again.
If the report was generated by another user, sign in as that user and run Send and Receive from their PayGlobal session.
Sending reports automatically
You can use PayGlobal Scheduler to run a report group and then send the resulting reports automatically. Scheduler processes complete Report Groups, rather than individual reports, so reports that need to be automated should be placed in their own report group.
See Sending Reports via Scheduler for information about setting up the report group, schedule rule and scheduler.
Here is a link to the manual with more information: