Reports - Automate Payroll Report (Send to email)

Automate Payroll Report:

Suggesting:

1. Under Setting --> Export Preferences, new function - 'Automate Payroll Report'

2. Add text-box for optional email or multiple emails.

3. Basically in the back-end, Ximble would use the existing Export to CSV function, but attach this exported CSV to email and send to above nominated email address.

4. Set a specific option for daily / weekly / monthly repetition (similar to Repeat function in Schedules).

5. This function being optional, able to enable or disable.

Stefan Mihajlovic
Jun 11 2018
Future consideration

New Feature

Why should we implement this

I believe this idea of automating the Payroll Report to send to email, would assist clients time by simply enabling, selecting an option for repetition and inputting a nominated email address. Instead of the manual, export to CSV.

Also, for recording-keeping purposes, this would be efficient.

Note: If the option is successful, in the future, we might be able to add this for Miscellaneous reports also.

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Guest commented

October 07, 2019 20:01

Any reports that can be automated to send to specified emails or managers would be greatly appreciated.

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Reports - Automate Payroll Report (Send to email)

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