Setting up reports to auto run and email to employees
Looking to have the payment report sent automatically every night to our closing employees who do not have admin rights and also having a way to only run and send this for a specific date range
Moez Tharani commented
+1 for this, but for any report. Specifically, for us, there is value in getting the pending ticket charges sent weekly/monthly (we have some clients who are only invoices monthly, so it's not uncommon for tickets to be resolved without invoicing until later).
our employees use the z report to close out the drawers each night. it has the daily numbers printed on it.