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Automation Schedules to prepare and email statement.

  • 18 April 2023
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Can some guide me on how to configure an automation schedule to prepare and email statement on Bi monthly basis

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Best answer by manikantad18 18 April 2023, 10:51

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manikantad18
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Hi @helpdesk37 

Currently I see the automation schedule support monthly basis or financial period wise.

Check the options and set it as needed

  1. Prepare Statement- Navigate to prepare statement and add a schedulers as shown as below.
  1. Email Statement.-Navigate to Print statement and add a schedulers as shown as below.

Thanks.

 

Acumatica Functional Consultant
Anacarina Calvo
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Hi @helpdesk37 
For the process to run on a bi monthly basis, on the Automation Schedule screen, when selecting Monthly, it allows to select Every N number of Months 
 

 

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