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The mappings facility selects which letters are printed with which event.
To access this screen, go to AutoMail and click Mappings from the Letter Request Browser
Clicking Mappings from the Letter Request Browser will display all the events the system currently automates a letter for.
This list can be different for every staff member. A staff member who has no events preset will default to the events set against the MASTER login.
To change or add an event mapping either select File | Change (Add) or right-click on the event and select Change | Add.
To change or add a mapping, from the Letter Request Browser click Mappings.
Either from the main menu on the mapping screen select File| change mapping or right-click on the event and select change mapping.
On this screen:
The event is displayed at the top of the box.
Click the magnifying glass to select the letter to print with this event.
Set the flags as required:
Produce letter - select to produce the letter. Deselect to ignore future occurrences of this event.
Print now - select to have the letter produced immediately. Deselect to log the request for printing at a later date.
Hide dialog - select to produce the letter without prompting the user first. Deselect to allow the user to alter letter printing options prior to entering the document processor.
This list explains the events and where they are triggered from. Clicking Mapping from the Letter Request Browser will open to the mapping maintenance screen to change:
Letter |
Event |
Covering Letter to Letter of engagement |
New client – client maintenance |
Letter sending form 64-8(new) cover letter |
Produce 64-8 |
Self-assessment tax return information request list |
Checklist in personal tax |
Reminder to tax return information request letter |
Outstanding checklists management report (days elapsed greater than 21) |
Letter enclosing self assessment tax return for signature |
Tax return 4 variations |
Letter submitting Tax return to revenue |
Signed Tax return from client field completed |
Letter confirming submission of self-assessment tax return |
Signed tax return from client field just completed 2 variations |
Letter enclosing tax repayment claim for client signature (R40 cover letter) |
R40 produced |
Covering letter for election to reduce/waive interim payments |
SA303 produced 2 variations |