Auto Email Reports
Auto Email Reports allow you to schedule financial reports to be emailed automatically to specified recipients. This eliminates the need to manually generate and send reports each period.
Setting Up Auto Email Reports
- Go to Accounting > Auto Email Reports and click New.
- Select the Report to be emailed (e.g., Trial Balance, P&L, AR Aging).
- Enter the Email Addresses of recipients.
- Set the Frequency: Daily, Weekly, Monthly, or Yearly.
- Set the Day of the Week/Month for sending.
- Optionally set a From Date for the report data.
- Click Save.
Common Use Cases
| Report | Recipients | Frequency |
|---|---|---|
| Trial Balance | Accountant, CFO | Daily |
| Profit & Loss | Management, CEO | Monthly |
| AR Aging | Sales Manager, Collections | Weekly |
| Cash Flow | CFO, Treasurer | Weekly |
| VAT Summary | Tax Accountant | Monthly |
| Budget vs Actual | Department Heads | Monthly |
What Gets Emailed
- The report is generated as a PDF (or Excel) attachment
- The email is sent from the configured email account
- Reports use the date range based on the schedule (e.g., "last month" for monthly reports)