All Users have the ability to subscribe to email notifications to receive financial snapshots of their Entities. The Financial Snapshot generates a monthly totals report on the below accounts. Additionally, when a user has access to more than one Entity, 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 or Unsubscripe to a Financial Snapshot
- Log in to your Qvinci account and select the Manage > Entities tab
- Click on an Entity 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, or select "None" in the prior step to unsubscribe
- Repeat the above steps for any additional Entities you would like to enroll for Snapshot emails
- If the User has visibility permissions for more than one Entity they may bulk monitor the Financial Snapshot email by clicking the “See All Snapshots” button.