Scheduling a Report

Akaunting handles the auto-generation of reports with scheduling. This saves you productive time.

You need to Install or Purchase the Schedule Reports feature.

Scheduling a report:

• Go to Reports on the Navigation Menu.
• Click Schedule at the top right of the reports page.
• Click New Schedule.
• Select a Report Type and Frequency.
• Define a former for the report, e.g., XLS or PDF.
• Choose a date for the first report.
• Enter the email address(es) of the recipient(s).
• Select Enable.
• Then, Save.

Reports are automatically generated and sent to recipients on your defined date.