Open the schedule
On the Reports page press Schedule at the top. The Scheduled reports window lists what is set up. Press New schedule.
Fill in the schedule
- Report: most reports are offered, except the account statement and the daybook.
- Period: like Last month or Year to date.
- Frequency: Weekly with a Day of the week, or Monthly with a Day of the month from 1 to 28.
- Format and Language.
- Recipients: members of this business with the view permission. Tick at least one to enable Save.
An outside accountant must be a member of the business to appear among the recipients.
Make sure it arrives
Reports go out on their day at 07:20. To try one straight away press Send now on its row and you will see how many recipients it reached. Last sent shows the date, and any problem appears under it as Last error.
To pause it, press Edit and untick Active. If you remove a member from the business, sending to them stops by itself.
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