Synergy Wholesale

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:
  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