Accounting Emails Can Be Sent Straight From Work Management Software
To send emails to a client from a task, you first need to set up the email app.
You can send an email to a client through Uku in several ways:
From the Communication tab
From within a task
By automating email sending
Communication tab
When you're on the client card, go to the Communication tab to send an email.
Set the following:
Recipient
Subject
Email content
Use the icons below to:
Insert a template
Add automation
Attach a file
Format the text
Sending an email from a task
When you're inside a task, click the envelope icon on the right-hand side.
This will open the email sending view.
Set the following:
Recipient
Subject
Email content
Use the icons below to:
Insert a template
Add automation
Attach a file
Format the text
Automate the email sending
Open a task template or client's task plan where you want to add an automatic email.
Open the task where you want to send automated emails.
Click on the envelope icon.
This will open the email sending view.
Set the following:
Recipient
Subject
Email content
Add automation
Set up the following when automating email sending:
Choose whether sending the email depends on:
Task start date
Task duedate
Task finished
Decide when the email should be sent:
Right away
Amount of days before the selected time
1–3 days after the selected time
Uku sends the email on the specified date at 8:00 a.m. (based on the sender’s time zone).
Insert a template
Add placeholders
Format the text
Attach a file
You can choose the sender's address from the drop-down menu. The choice depends on which email addresses you have configured.
You can manually enter the recipient's email or select from the client's contact roles. When you choose a role, Uku will send the email to a corresponding client contact email address.
Enter the subject and body, or select a template.
Five buttons make sending emails from Uku easy and fast:
Add a template - Save time with pre-saved templates instead of writing letters from scratch. Click on the document icon, and you can pick a template. If you select a template, Uku replaces the subject and content with that of the template. If you still want to change the email, click on the "Edit email" link in the lower right corner. Changing the letter does not change the template.
Add automation - It's good to add emails to be sent automatically to repetitive tasks. When automating, you can choose whether sending a letter depends on the task's start date, deadline, or status. You can also specify whether the letter will be sent immediately or 1-3 days before or after the specified time. Uku sends the email on a specified date at 8 a.m. (sender's time zone).
Add a placeholder - When you add a variable, Uku automatically replaces it with the corresponding value upon sending. That way, for example, you don't have to remember the name of the customer's contact. Uku finds the correct information for you.
Format text - The format options include the following tools: bold, italic, underline, lists, and alignment.
Add an attachment - You can also add an attachment to the letter.
Send - press the button "Send" or "Add automation" if you have set the automation.