Auto mailing of report of reconciled bank transactions daily

Vinay Kumar
21/05/2021 12:50 PM

Auto mailing of report of reconciled bank transactions daily

The want Daily Bank Reconciliation record email to finance AGM directly from ERP. 

Riya Sood
21/05/2021 01:10 PM

Email reports have to be enabled for each intended recipient. The user can go to his settings and select the reports, frequency, dates, and time for each report that he wants the system to email to him. Alternatively, as an admin, you can do it for the user. For the user who wants to configure for his own account, he can go to home >> my account >> email reports. If an admin is configuring, he can go to admin >> erp users >> user >> settings >> email reports. From both these screens, the rest of the procedure is the same. Click on add button. You will see list of reports available for the user. For every user, all the reports will not be visible. Only the reports that the user is authorized to see will be visible in the list. Please select the report. On selection of the report, the frequency selection dropdown will be enabled. On selection of frequency, other fields will appear. If the frequency selected is daily, then only the time field will appear. Please select the time of the day when you want the email to be sent. For all daily reports, data from the preceding 24 hours is taken into account.

Once enabled, the system will automatically send email to the user.

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