Frequently Asked Question

To use this feature you will have to use the linking of timesheet function instructions can be found here:

https://support.pulsesoftware.info/kb/faq.php?id=113

To start with you will need to be on the View Invoices page in Pulse. When you are ready to proceed either print the invoices or set them as printed. 

When you have printed or set as printed click Load Invoice List to refresh the list to display the current week. Then click Show Email List to display the list of invoices that can be sent.

Selecting the week will display a list of invoices and the status. Make sure you are on the week you want to send then press Send Emails.

The system will go down the list and try to send the invoices and timesheets, if there are no errors then the system will change the status to sent.

You can test before sending to see if the invoices will send.

If there was an error while trying to send the system will pop up a message letting you know the error.

If there is an error you can select the invoice and then press Show Timesheets.

The list will display the timesheet that are linked to the invoice and the status. Check the path Scanned\Timesheets\Processed\ and see if you can see pdf with the same filename as the timesheet number. If you can not see it then you may have to re-upload the pdf to the path Scanned\Timesheets\Processed\TimesheetNo.pdf and try sending the emails again.