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Setting up monthly automated transaction reports

Category: Invoices

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:

  1. Navigate to Account Settings (By hovering over your name on the top-right of the Synergy Wholesale Management System)
  2. Select ‘Configurations
  3. Scroll to ‘Monthly Transactions and Invoices’
  4. Select ‘Enabled’ & enter in required information

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