How do I schedule remittance reports to run automatically?

Scheduling the remittance report to run on the funds transfer date or other desired date
Under Reports:
  1. Click and drag to the report to Scheduled Reports at the bottom of the screen
  2. Add up to 4 emails to send the report to
  3. Select  desired run date or a repeating schedule
  4. Save changes
Need to change the schedule? Check out How do I change the schedule on a report?
Remittance reports emails.pdf

Steps to Duplicate



 

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