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Reports settings

Maxime avatar
Written by Maxime
Updated over 2 weeks ago
  • Standard reporting: you receive an email with the tasks that require your attention. Choose how often you receive these emails:

    • Never

    • Daily

    • On working days

    • On weekend days

    • Each Monday morning
      This setting is enabled and set to weekly by default. If that's not the case, fill in your address to receive notifications.

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  • Error reporting: you receive an email with the errors that occurred in your account (e.g. invoice delivery failed). Choose how often you get these emails:

    • Never

    • Daily

    • As soon as an error occurs

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  • Almost due invoices reporting: you receive an email when invoices are within 10 days, 5 days, or past due date. Choose who receives these emails, how often, and on which days.

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  • Doc Center reporting: you receive an email when your accountant has uploaded new documents in your Doc Center.

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  • Bank account permission expiry: receive an email when the consent to fetch the balance of your linked bank accounts is about to expire.

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