In the event you need to send a report to someone directly from Shiftsuite, you can use the e-mailing feature found within the reports section.
Note: You can e-mail any report from within the Accounting application, for this example we’ll be using the AR Aging Summary Report.
- Navigate to the Reports Tab and select which Report you wish to generate and e-mail.
2. Select your parameters in the column to the left and submit.
Once you’ve reviewed your report, click on the E-mail Icon located in the tool bar at the top of the Report window.
2. Enter the e-mail address for the recepient, the subject line, and a personal message in the body section. Once all is entered, press send.
If you wish to send to multiple people separate each e-mail address with a ; or ,
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