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Automation Schedules to prepare and email statement.

  • April 18, 2023
  • 2 replies
  • 150 views

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

Best answer by Manikanta Dhulipudi

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.

 

2 replies

Manikanta Dhulipudi
Captain II
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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.

 


Anacarina Calvo
Pro I
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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