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How to configure automatic Cash Report sending

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Introduction

This tutorial explains how to configure automatic cash report sending in our system. That way, you will receive an email every day with the cash report of the day.

Configuration

Please, follow these steps:

  1. Open the ‘Menu’ in the top right corner of the application and go to ‘Configuration’ -> ‘Targets‘.
    If there is nothing configured yet, click “+”:
    -Email: on
    -Give a name, for example, “daily report”, and add the emails you want to send an email with the cash report. You can add more than one email address, in that case, use ” ; ” (info@youremail.com;info2@youremail.com;……)  to separate one from the other.
    Don’t forget to press save.
  2. Then, open the ‘Menu’ -> ‘Configuration’ -> ‘automations‘.
    If there is nothing configured yet, click “+”, give a name, for example, “cash reports”.
    -Active: on
    -Daily time: set the time at what you want to receive the email. Put it a few hours after your closing hour, for example at 3:00 am.
    -Period: “always”
    -Send daily: on
    That’s everything on this screen, no need to put anything on “interval” or “run once”.
    Don’t forget to press save.
  3. Then, open the ‘Menu’ -> ‘Configuration’ -> ‘reports‘.
    -Click on “CashOverview” (in case it is not there, click on “+” and look for it to add it)
    -Automation: click on the magnifying glass icon and select the one you have created in step 2
    -Target: click on the magnifying glass icon and select the one you have created in step 1
    Don’t forget to press save.
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