Setting up monthly automated transaction reports
The Synergy Wholesale Management System enables you to set up an automated monthly email containing a list of your monthly transactions within your account.
This tool also allows you to have the emails sent to numerous email addresses, such as yourself and your accounts-payable team for example.
Enabling this tool is very easy and can be done using the steps listed below:
- Navigate to Account Options (By hovering over your name on the top-right of the Synergy Wholesale Management System)
- Select ‘Options’
- Scroll to ‘Monthly Transactions’
- Select ‘Enable’ & enter in required information