Symptom:
When opening your mailbox, you notice that the email from last day's closing is not there.
Summary:
1. Sending the closing to a specific email
2. Check if the Closing task is enabled and correctly configured
3. Make sure the email is not in the junk mailbox
4. Location must have internet access
Resolution:
1. Sending the closing to a specific email
1.1 Click on Accounting -> Closings:
1.2 Find on the list of closings the last closing, or the desired closing, to be delivered once again:
1.3 Once found, go to "Email Report" and select the user who will receive the closing report:
1.4 After clicking on the user, the email will be sent in a few minutes.
2. Check if the Closing task is enabled and correctly configured
2.2 As an admin user, go to Admin -> Task Scheduler:
2.2 On the Task Scheduler screen, search for "Close":
2.3 Click on the pencil to edit the task.
2.4 Once clicking on the pencil, the following popup will appear:
2.5 Now, select the "Users" tab, and verify if your user is there:
2.6 If not listed, please select your user on the dropdown list to add.
2.7 Click on the "Save" tab and then click "Save Task":
3. Make sure the email is not in the junk mailbox
Check your Spam mailbox. You can find your Spam mailbox on the list of mailboxes when logged in to your email account. If the email is found on the SPAM mailbox, make sure to select "trust" on the email from easylinx. Next time, the email will be sent to your normal mailbox.
4. Location must have internet access
If even after resending the email, the email is not delivered, it should be checked if the location has internet access. If there is no internet access, the email will not be delivered. In this case, the user should solve the internet connection problem first, and then send the email as mentioned on point 1.
Video
This video will show the step by step on how to get the closing report.
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