Email Notifications
This option allows lists/reports to be set up to automatically be emailed to someone at a specific time.
Setup
Email notifications are set up under Tools – Financial – Service Provider.
The information in the Email Setup expander is required even if you use local email client for sending other emails in the system. Once configured properly, this process runs regardless of being logged in or out.
Click Add List to set up a list to be emailed. Default lists as well as custom created and saved lists can be emailed using this option.
The schedule popup will allow you to select the schedule for the list to be sent out on a routine basis. Each list can be sent daily, weekly, or monthly. You can also pause sending for one that was set up previously.
Once a frequency for sending the list has been selected you can select when to send it.