Înapoi la listă Înapoi la listă

How do I enable account activity reports and the total invoiced report

The factureaza.ro application allows you to activate the account activity report and the monthly total invoiced.

To activate, follow the steps:

Click on ‘Configurations’;

Then ‘Periodic reports’;

Here you can enable the periodic report that include detailed information about the activity of the users within this accountby clicking the box shown in the image.

Set the e-mail and the frequency.

Follow the same procedure with the Amounts invoiced Monthly report, except that in this case, we set the reporting period and the report creation day.

E.g. 1: if the reporting period is 1 month and the day is 10, then on February 10th you receive the report for January 1-31.

E.g. 2: if the period is 3 months and the day is 15th, then on 15th of April you get the report for the period January 1st – March 31st.

Do not forget to save!

Înapoi la listă Înapoi la listă