Email the accounting reports automatically

Introduction

Accounting reports can be sent automatically by email, if:

Option [Email accounting reports automatically] is enabled,
The scheduled task is configured, and
One or more accounting reports are selected in dialogue [Accounting reports].

In this dialogue, you can configure the required email settings and the settings for the scheduled task. You have to select which reports you want to attach to the email in dialogue [Accounting reports].

You can manage the accounting reports in workspace [Reporting].

Procedure

Click [System] - [Accounting and reporting] - [Reporting] - [Email accounting reports automatically].
Enable option [Email accounting reports automatically].
Define the email address.
When you add more than one email address, you must use a semicolon to separate the addresses.
Select the [File format for report:].
The reports are converted into the selected format. The converted reports are attached to the email.
Define the [Reporting period [months]:].
The accounting reports for the defined reporting period are emailed.
Click [New trigger] to define when the reports will be emailed.
Define when you want the task to start.
You can define that the task is executed once, or you can set a recurrence pattern. Define the start date and enable or disable the task.
Type the username and password for the user. This user runs the task.
The task [AutomaticReportsEmailSender] is created in the task scheduler. The task is executed with the provided credentials.

The task generates the selected reports before emailing the reports. The reports generated via the scheduled task are saved on the server in the "Asset" folder. You can select the reports in dialogue [Accounting reports].
Click [Save].
You have to select which reports you want to attach to the email in dialogue [Accounting reports].

Advanced search

Email the accounting reports automatically

Introduction

Procedure