Forum Discussion

SharonMaguire's avatar
SharonMaguire
Experienced User
2 years ago

Email a debtors activity list daily

Hi Is it possible to automatically email a report daily?

  • Hi SharonMaguire 

     

    AccountRight doesn't have the capacity to email automatically of the software. Should the user need to email a report or item it would need to be actioned by the user using the relevant Print/Email window or the Email option on the transaction/report...

     

    The only exception to this would be the invoice reminders and unpaid invoice summaries which are automatically emailed based on the invoice reminder settings and a set date for the unpaid invoice summaries. Check out Help Articles: Setting up invoice reminders & Setting up unpaid invoice summaries for more information on these subjects.

  • Hi SharonMaguire 

     

    AccountRight doesn't have the capacity to email automatically of the software. Should the user need to email a report or item it would need to be actioned by the user using the relevant Print/Email window or the Email option on the transaction/report...

     

    The only exception to this would be the invoice reminders and unpaid invoice summaries which are automatically emailed based on the invoice reminder settings and a set date for the unpaid invoice summaries. Check out Help Articles: Setting up invoice reminders & Setting up unpaid invoice summaries for more information on these subjects.