All Users have the ability to subscribe to email notifications to receive financial snapshots of their Locations. The Financial Snapshot generates a monthly totals report on the below accounts. Additionally, when a user has access to more than one Location, all Financial Snapshots will arrive within the same email but will delineate between Locations. The Snapshot emails are delivered daily, or once-weekly on Mondays, at 8:00 AM CST.
- Accounts Receivable
- Accounts Payable
- Net Income
Subscribe to a Financial Snapshot
- Log in to your Qvinci account and select the Manage > Locations tab
- Click on a Location in the column on the left
- Click the “Snapshots” link and from the drop-down menu, select "Daily" or "Weekly"
- Click the “Save” button to subscribe
- Repeat the above steps for any additional Locations you would like to enroll for Snapshot emails
- If the User has visibility permissions for more than one Location they may bulk monitor the Financial Snapshot email by clicking the “See All Snapshots” button.