Solution Properties
Solution ID:
240904152248123
Last Modified Date:
Tue Sep 10 10:07:32 UTC 2024
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Generate emails for Sage for Accountants using Copilot
Description
Using Copilot to generate your email saves time and tailored message to your needs with minimal effort.
To use this feature first, you'll need to configure emails in Client Management, and then learn how to email clients from Client Management.
Cause
Resolution

When choosing Message type Powered by Copilot, you'll see the following options:

TypeDescription 
Request self-assesment documentsThe email requests financial details, including income, expenses and other relevant information, to efficiently prepare the self-assessment tax return, helping to ensure accuracy and avoid any potential penalties for late submission.
Welcome new client

The email welcomes the recipient as a new client, assures them of personalised tax support, and encourages them to contact the team with any questions or concerns.

Confirm payroll and adjustments The email requests the recipient to review and provide any necessary payroll adjustments, such as bonuses, overtime, or employee status changes, to ensure accurate and timely payroll processing.
Invoice payment reminderThe email reminds the recipient of an overdue invoice and requests prompt payment, offering assistance if needed while noting that further action will be taken if the balance remains unpaid.

Account manager update

The email informs the recipient about a new representative assigned to their account, assuring them that the transition will be smooth and that the quality of service will remain high.

 You'll be able to decide how you proceed with these emails by selecting Use this draft, Refine draft or Exit Copilot. 

Use this draft 

  1. If you're happy with the first draft, select Use this draft.
  2. Enter in your email Subject.
  3. Click Preview to view your email followed by Close if you're happy with this. 
  4. Select Send.
     NOTE: When your message has been sent, you'll receive a success message to confirm.
  5. Click Return to client record to continue. 

Refine draft

 TIP: You can change the length and tone of the email while choosing which data fields to include. 

  1. Select Refine draft.
  2. Choose Change length drop-down the size you require.
  3. Choose Change tone drop-down the language style. 
  4. Select any Include data fields. 
  5. Click Suggest new draft.

Exit Copilot

If you prefer to write the email yourself select Exit Copilot.

Steps to duplicate
Related Solutions

Introduction to Sage Copilot for Sage For Accountants.

Add Sage Copilot to your subscription.

Assign users to your Sage Copilot.