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Report settings

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

It is possible to send reports to others (such as your accountant) than to the owner of the Banqup account.

  • Tasks overview: You can receive notifications of outstanding tasks via email. You can indicate below with which frequency you want to receive these notifications and at which e-mail address.

    • No emails

    • Daily

    • On working days

    • On weekends

    • Weekly

That setting is set to Weekly by default

Knipsel-standard-reporting.PNG

  • Overview of error messages: this e-mail shows an overview of all incorrectly processed outgoing documents. The email will be sent to the main Banqup user, unless otherwise specified, in case there are errors related to the documents processed the previous day. Here too you choose the frequency yourself:

    • No emails

    • Daily

    • Immediately and daily

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Overdue invoices reporting

  • Reporting of overdue incoming invoices: Send users a report of (near) overdue invoices. This report notifies users of incoming invoices that are due, due in 5 days, and due in 10 to 5 days. You can choose who receives this email and when:

    • Receivers

    • Weekly/monthly

    • What day will the email be sent

Knipsel-almost-due-invoices-reporting.PNG
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