NetSuite – Reopening Accounting Periods

Welcome to part two of WAC Solution Partners’ series on closing periods! Today we will cover how to reopen and edit accounting period.

What is reopening a closed period and why would you want to do it?

In NetSuite, when a period status is “Closed” no transactions can be posted to any date within the period by anyone (including administrators).  There are times when you find a transaction that was overlooked or there is a transaction that your accountant recommends entering in a previous period or fiscal year.  If these periods are closed you must reopen them.

  1. Here is how to reopen an accounting period.

a. Go to Setup>Accounting>Manage Accounting Periods

b. The Manage Accounting Periods page allows you to close and open periods or to set up new fiscal calendars. Closed periods will be marked with a green check under “Period Close” and will indicate that AP, AR, and GL are all locked.

c. Click the checklist button of the period you would like to reopen.

d. Click the green arrow on the “Close” line

e. From here you can click the “Reopen Period” button. Note that the system will ask you for a justification for reopening the period. Fill in your reason.

f. The system will also require that you reopen all periods after the one you are opening, though they will remain locked. You will also have to go through the checklist again.

In the example below, July 2013 was opened for editing. As you can see, all subsequent periods were opened, but they remain locked.

g. Before editing a period, you will have to go back through the checklist…

h. …and unmark the items which were marked for locking.

i. Hit Submit.
j. Depending which checklist item you unlock first, items which were dependent upon it may become unlocked as well.
k. All periods after the unlocked period will also become unlocked. You may now make your changes.
l. To re-close the edited period, repeat the closing steps described in part one of this blog.

2. You may be wondering whether you have to go through the checklist all over again for each of the periods you opened. You do not.

Because re-closing any open, intervening periods which did not need editing was a tedious chore, NetSuite created Quick Close. Because this feature can close any period, it is not recommended that you use it to close periods where the checklist was never followed. The feature merely marks items as locked and complete—it does not actually perform the closing tasks.
a. To use this feature, go into your Manage Accounting Periods page.
b. Click “Close Multiple Periods”. There is no button marked “Quick Close” at the time of writing.

c. The system then asks you to select a period. Quick Close will close all periods dated before the one you select.

d. Click “Submit”.

The system will display this warning. Again, we do not recommend using this feature to close periods which were not closed properly by completing all items in the closing checklist.

e. If you are sure, click “OK”.

As you can see, NetSuite makes reopening and reclosing periods a fairly simple task and offers several tools with which to manage them.

We hope that this blog was useful to you. If you have any questions about closing or reopening periods, the Quick Close routine or any other NetSuite topic, please contact us by Clicking Here!

NetSuite – Closing Accounting Periods

Hello again from WAC Solution Partners! We are back with a two-part blog about closing accounting periods in NetSuite. In this first part, we will cover how to close a period, and in part two, we will cover how to reopen and edit a closed period.

So what is closing a period and why would you want to do it?

In most software packages, “closing” a period means roughly the same thing, but they do differ slightly. With some packages it may be a simple process, and in some packages it may be complex.

In NetSuite, closing a period changes its status from “Open” to “Closed” and locks it so that no transactions can be posted to any date within the period by anyone (including administrators). It also prevents editing. For these reasons, closing a period should only be done after all posting to a period is complete. It should also only be performed after review and reconciliation to ensure correctness and balance.

For some companies this is a simple procedure and for some it is complex. However, no matter what the size, closing in NetSuite is relatively simple compared to many other software packages.

NetSuite gives you a “Period Close Checklist” to walk you through the closing procedure. Its contents are affected by what modules and features you have active in your system. For instance, Multi-Currency would add a step to the list regarding currency evaluation.

1. Let’s see how to close a period.

a. Go to Setup>Accounting>Manage Accounting Periods

b. The Manage Accounting Periods page allows you to close and open periods, or to set up new fiscal calendars. Closed periods will be marked with a green check under “Period Close” and will display a locked icon to indicate that AP, AR, and GL are all locked.

Open periods will not have a check and transactions will appear unlocked. Because periods are closed sequentially, this means that any checked period before the latest checked period is closed.

c. The first step in closing the period is to click on the checklist.

d. This brings you to the checklist for that period. Please note that because we are using a demo environment and reopening previous periods for demonstration purposes, the status is listed as “Reopened”.

e. Begin clicking through the items on the checklist. The first item, Lock A/R will bring you to this page.

f. Check the boxes and hit “Submit” to save your work. This locks AR for the checked companies for the selected period. Note that our demo company has multiple subsidiaries. If you only have one entity in your system, you will only see that entity.

g. You will be sent back to the checklist. A/R will now be marked as locked.

h. You may then close the items listed before “Close” in any order you like. However, certain items may have prerequisites that need to be completed before they may be closed. These items are greyed out, and hovering over them with your cursor will tell you what needs to be done in order to close them.

i. Lock All” is a misnomer, as it actually means the GL.
j. “Resolve Date/Period Mismatches” allows you to correct transactions that are dated wrong. For instance, if an invoice is posted to the wrong month. Clicking this will cause NetSuite to look for mismatches in the transactions for the period. You can then click the Edit links to resolve these discrepancies.

k. Note that when you create transactions, those transactions will not automatically post to the proper period if that period is not set up in a fiscal calendar. This means that if you are trying to post in 2018 but have not created any 2018 periods in NetSuite, then the transactions will post in the wrong period.

l. The final step is to click “Close” at the end.

m. After this, click “Close Period”.

n. The period is now closed.

o. If you go back to the main list, you will see the closure reflected there, as well.

As you can see, NetSuite makes closing periods a fairly simple task and offers several tools with which to manage them.

Please read our next blog on reopening accounting periods and the use of the “Quick Close” routine.

We hope that this blog was useful to you. If you have any questions about closing periods or any other NetSuite topic, please contact us by Clicking Here!

 

 

NetSuite- Company Credit Cards in NetSuite

Company Credit Cards in NetSuite

Hello again from WAC Solution Partners, Florida. Today we will be discussing company credit cards.

We will go over:

  1. How to create them within the system
  2. How to enter charges
  3. How to pay existing bills
  4. How to pay credit card vendors

First, let’s go over adding a new credit card.

  1. First, go to: Financial > Lists > Accounts > New or Accounting > Accounts > New. If you do not see either option, use the global search.
  2. However you get there, when you are creating a new account, select “Credit Card” as the type.Netsuite Blog Company CC pic 1
  3. Remember to create an account for each individual credit card, or your reconciliations will be incorrect.

That’s all there is to it. Now how do we actually record purchases on this credit card? Usually, all you need are any receipts which were submitted for purchases.

  1. Go to Transactions > Bank > Use Credit Card or Financial > Banking > Use Credit Card. If you do not see either option, use the global search.
  2. Enter the vendor.
  3. Choose the appropriate credit card account.
  4. Enter the amount of the purchase and the date.
  5. Distribute the amount to the proper expense accounts.

Netsuite Blog Company CC pic 2

How do we pay our existing bills? This is an important procedure, and while it is fairly simple, it is not the most intuitive thing. It is also not covered well in NetSuite Help or Suite Answers. Fortunately, you have WAC to explain it!

  1. First, go to Transactions > Payables > Pay Single Vendor. If you do not see “Transactions,” try Vendors > Accounts Payable > Pay Single Vendor. If you do not see either option, use the global search.
  2. When creating the Bill payment, all you need to do is change the “ACCOUNT” field to the proper credit card account.Netsuite Blog Company CC pic 3
  3. Fill out the Bill Payment as usual.

How do we pay our credit card vendors? To do this, we will use the “Write Checks” function.

  1. Go to Transactions > Bank > Write Checks or Financial > Banking > Write Checks. If you do not see either option, use the global search.
  2. Enter the credit card vendor in “PAYEE”.
  3. Enter the total to pay in “AMOUNT”.
  4. Under Expenses in the Expense & Item subtab, choose the credit card account and enter the amount. Netsuite Blog Company CC pic 4
  5. Save and print the check like any other check you might issue.

Here is an example of the reconciliation screen for credit card statements.

Netsuite Blog Company CC pic 5

This functionality lies outside the scope of this blog entry, but if you or anyone at your company would like to see a session about it, please contact WAC Solution Partners Florida.

To get to this screen, go to Transactions > Bank > Reconcile Credit Card Statement or Financial > Banking > Reconcile Credit Card Statement.

NetSuite has enough functionality to fill years’ worth of classes. We hope that you found some useful information in this blog. If you have any questions about credit cards in NetSuite or any other NetSuite topic, please do not hesitate to contact us!

WAC Solution Partners, Florida

Tom White or Robert White

305.819.6323

The NetSuite Reminders Portlet and the New Features

NetSuite has an extremely useful feature called the Reminders portlet. “Portlets” are what the boxes on the NetSuite dashboard are called. Their function is to display information which the user deems to be pertinent—much like the gauges on a car’s dashboard. The Reminders portlet is one of the most popular portlets. With just a couple tweaks, it can be very helpful to any NetSuite user.

What is the Reminders portlet? It’s exactly what it sounds like. It is a live feed that shows which tasks you must complete or which records you must deal with. For instance, it may show you how many invoices you have to print, how many phone calls you need to make, or how many orders you must receive. With the ability to create reminders from Saved Searches, the possibilities with the Reminders portlet are endless.

In this blog, we will show you some basic Reminder portlet configuration as well as some of the new features added in the 2016.2 update. The first thing we will do is go over how to add a reminder to your portlet, then we will show you how to create custom reminders from Saved Searches. New features will be explained as we go over each process, as they make more sense in-context.

So how do we add reminders?

First, hover over the upper right corner of the Reminders portlet, and click “Set Up”. Don’t worry if you don’t see the refresh button or the dropdown menu—they don’t appear till you hover over them.

Now you will see a menu of available reminders. Custom reminders are marked with a “C” in a green circle.

Reminder portlet -2

Reminders can now be dragged directly to the spot where you want them from the selection panel to the “Current Selections” panel.

Reminder portlet -3

You can also click the reminder’s name, though this will add it to the bottom of the list. If you do it this way but don’t want it at the bottom, you can drag the reminder to the appropriate spot after adding it.

In the above screenshot, you may notice a box in the lower left marked “Show reminders with zero results”. Checking this box will cause the reminders portlet to show you reminders even when there are no results. This may be useful in letting you know what you don’t have to worry about, as seen below.

Reminder portlet -4

Next, let’s go over how to make a custom reminder from a Saved Search.

For this example, we will use our custom Saved Search, “00 Customers – No orders in 2 weeks”. Here at WAC’s Florida office, we like to put “00” in front of the names of our custom searches because that causes them to sort to the top of the list. This particular Saved Search was created to show us which customers have not ordered for two weeks or more.

First, open the Saved Search which you want to make into a reminder.

Next, make sure your Saved Search is going to make a good reminder—that means you should check for duplicates and that the Saved Search is not returning unwanted results.

Now go and click the edit button.

Reminder portlet -5

When you get into edit mode, ensure that “Available For Reminders” is checked as below.

Reminder portlet -6

Zoomed in:

Reminder portlet -16

Make sure to save.

Now go back to your dashboard, hover over the upper right corner of the Reminders portlet, and click “Set Up” as before.

Reminder portlet -7

Now you should see the saved search in your available reminders box as below, and you can now add it to your Reminders portlet like any other reminder.

Reminder portlet -8

If you do not see your reminder, try refreshing the page and going back into Set Up.

A new option in 2016.2 is the ability to make reminders into headlines. To do that, drag your reminder to the “Headline” box, as seen below.

Reminder portlet -9

When you return to the dashboard, you will see that this puts the number on top of the reminder’s name and enlarges it for greater visibility.

Reminder portlet -10

Another option you have in 2016.2 for editing reminders is hovering over the reminder on your dashboard and clicking the little pencil which appears:

Reminder portlet -11

This gives you a box which contains some more options for the given reminder.

Reminder portlet -12

The options for each reminder vary, and with Invoices Overdue, you may have it remind you of invoices which are a certain number of days overdue.

You can also display the reminder as a headline from here, or add highlighting rules. Highlighting reminders is another new feature for 2016.2.

What are highlighting rules? They cause NetSuite to draw your attention to important reminders by highlighting them with a color if they reach a certain threshold.

Let’s say that you want NetSuite to draw your attention to the reminders if there are more than 200 invoices overdue.

In the above screenshot, under “Highlighting rules” you can see an option which says “+ Add Rule”. Click it. This creates a new rule and lets you tell the system what number it should highlight the reminder at, and what color to do it in.

Reminder portlet -13

A reminder can have multiple highlighting rules. For instance, you may want it to turn yellow if 50 or more invoices are due and red if over 200 are due. Simply click “+Add Rule” again.

Reminder portlet -14

Now save. Your reminders should look like this:

Reminder portlet -15

As you can see, the Reminders portlet is very useful and can be configured for almost any role in NetSuite. It is easy enough for any user with basic skills to fine-tune to best facilitate their job.

We hope that this blog entry has been useful to you, and if you have any questions, feel free to contact us!

Robert.White@wacptrs.com

 

Memorized Transactions in NetSuite Cloud ERP

In NetSuite, there is a very useful tool called “Memorized Transactions”. This tool lets you set up and automate recurring transactions. One example is a recurring payable such as rent. Memorized Transactions can also be used manually as templates for repeated transactions which may differ from period to period—for instance, payroll journal entries.

In this blog, we will show you how to use this valuable tool!

The transactions you can memorize include:

  • Write Checks
  • Use Credit Card
  • Enter Purchase Orders
  • Enter Bills Enter Sales Orders
  • Create Invoices
  • Prepare Estimates
  • Enter Cash Sales
  • Make Journal Entries
  • Create Statement charges
  • Enter Work Orders
  1. Let’s create a recurring bill for our vendor, Safety Net Security (SNS). SNS does not send us an invoice every month, so we have remember to pay them on time. We want to set up an automated payable for them.  Memorized tranact-1
  2. Begin by filling out a bill for SNS as you usually would. Don’t click “Save”!Memorized tranact-2
  3. Instead of clicking save, hover over “Actions” and select “Memorize”.Memorized tranact-3.jpg
  4. On the next screen, you will be able to set options such as frequency, how many times the transaction is to be performed, and whether NetSuite reminds you to do it or automatically performs the transaction. When you have set the options you want, click “Save”.
  5. To view or edit saved Memorized Transactions (depending on your permissions) you may find it via:
    1. Transactions>Management>Enter Memorized Transactions>List
    2. Financial > Lists > Enter Memorized Transactions > List
    3. Use the Global Search to find the page named “Memorized Transactions”.

It’s that easy!

So how about using a Memorized Transaction as a template?

  1. Set up a memorized transaction as displayed above, but stop when you reach Step 3. Select “Remind Me” and set frequency to “Never”.
  2. Make sure you name the transaction something distinctive.
  3. Save
  4. When it comes time to use this template, locate your Memorized Transactions list as described above.
  5. When you get there, click on “Enter” next to the transaction you want to use.Memorized tranact-4
  6. You may now fill in the pertinent information.
  7. Save
  8. You’re done!

NetSuite has so many helpful tools that it can be hard to know what each does. Memorized Transactions can help take a lot of the work out of regularly repeating transactions.

If you have any questions about Memorized Transactions or other NetSuite questions, please contact us!

Robert.White@wacptrs.com

NetSuite SuiteWorld 2016 Highlights from WAC Partner Tom White

NetSuite SuiteWorld 2016 wrapped up on Thursday May 19th. There were over 8,000 attendees at the conference in San Jose, CA.

For those interested, the Executive and Industry Keynotes are available at Here.    They are also posted on YouTube.

Here is some info that I thought were key takeaways from the conference (ranking data is as of end of 2015):

1. 30,000 Companies, subsidiaries and organizations currently on the NetSuite platform.

Suiteworld blog post pic 1

2. Ranked (by Gartner) #8 in the world for 2014

Suiteworld blog post pic 2

And #6 in 2015!

Suiteworld blog post pic 3

3. Ranked #1 pure cloud ERP company (actually the only one in the top 15 ERP Software companies)

Suiteworld blog post pic 4

4. Fastest growing (by Gartner) in the top 10 financial management system vendors worldwide – 45%

Suiteworld blog post pic 5

5. Most used features in NetSuite: Custom Fields and Custom Records. (Ahead of journal entries, invoices, sales orders, and purchase orders and shipping). At NetSuite customization is not a dirty word!

Suiteworld blog post pic 6

 

6. High scalability: 4M unique quarterly logins. 9TB of data added every day

7. Enterprise Class Business Scale (individual companies are running with these total records and transactions):

5M Items (inventory, assembly, service, etc.), 15M Entities (customers, vendors, etc.), 500k Transactions per day, 70K transactions per hour, 10 Billion + in Revenue

Suiteworld blog post pic 7

Want more information? Let’s Talk.
Tom White 305-819-6323 x801

Negative Inventory- The deceptive functional feature- by Tom White Certified NetSuite ERP Consultant

Some accounting software allow inventory to go negative. Selling items where the inventory system shows a zero on hand creates a negative on hand in inventory.  However, even though it is possible to do, should you use this feature?

The Case for Over-shipping

Twenty years ago the concept of Omnichannel didn’t exist. The supply chain process was mostly manual.   Orders and receipts were written down by hand.  There was a delay entering these into the accounting system.  It was often the case that inventory was received and sitting on the shelf hours or even days before the item quantities made their way into inventory.

Another problem was inventory discrepancies.  Physical inventories were such a tedious and time consuming task that they were seldom performed or performed properly. Discrepancies could be caused by miss-shipping, errors in inventory counts, and PO receiving errors to name a few.

An “over shipping” feature allowed for companies to sell product that they actually had on hand but had yet to create the receipt or the adjustment in their accounting system. The quantity on hand would go negative (and continue to get more negative) until the receipt was processed or the inventory adjusted.  After that, the quantities would be correct.  What could be better?

Two Major Problems

  1. Accounting for Negative Inventory

Accountants tend to have a dim view of negative inventory. How can the inventory amount on the balance sheet be accurate if it is backed up by an inventory on hand report that has negative quantities and amounts?  The only way to resolve this is to incorporate posting the adjustments in the monthly close procedures.

  1. Mistrust of the Inventory System

I feel that the operational problem is more significant.  The accounting problem, while serious, can be fixed by extra work during the monthly closing process.  However once confidence is lost in the inventory quantities in the accounting system, it affects the entire supply chain. No one knows what the real item quantity is.  How does the Purchasing Manager order? How does the Sales Rep know there is quantity to sell?  How do pickers know where the items are since zero or negative quantities can’t be assigned to bins?

You know you have this problem if there are constant calls or visits to the warehouse to check quantity on items.

Some Solutions Create More Problems

Not allowing over shipping solves the accounting problem but ignores the operational issues. There is still a delay in processing paper transactions.  The inventory is still not equal to what is in your accounting system. You just can’t sell any overage that happens to be on the shelf!

Inventory can be counted more often.  This increases workload on warehouse and clerical staff.  The items from unreceived purchase orders still have to be taken into account. The result is a more accurate inventory, but only at the time right after the count. Soon it will revert to the previous mismatched situation.

Now you not only still have the inventory discrepancies but you may have internal frustrations.  Sales reps can create orders but they can’t be shipped.  Delays in fulfillment and delivery increase. Fingers are pointed at warehouse and purchasing.

 A Better Solution: Real Time Inventory

Manual inventory control can work fine in some environments.  If the number of items (SKUs) is small or if sales volume is low, real-time inventory may not be needed. However today many businesses are selling through multiple channels: Telephone Sales, EDI, Website, and Retail Stores to name a few. It is what we now call Omnichannel. This puts a greater demand on proper inventory management.

Real-time inventory using mobile devices is the answer.  Depending on your needs it could be only the automation of data collection or a full-fledged warehouse management system.

In a Real-time system, purchase orders are received on the receiving dock of the warehouse.  Items are put away in their proper locations and are immediately available for sale through any of your channels. Sales orders that are picked by warehouse personnel immediately affect inventory.  Those items are no longer available for sale.  Cycle counts replace onerous wall to wall physical inventories.  Cycle counts can be done at any time – even while others are picking orders!

Soon you will have a 99% accurate inventory and never have to worry about negative quantities or over shipping again.

Next up:  Real-time Inventory Solutions

For more information on NetSuite please contact Tom White, WAC Solution Partners Florida tom.white@wacptrs.com

Reducing your Accounts Receivable – Tom White, Certified NetSuite ERP Consultant

Small companies don’t have a collections manager.  They don’t have a department or even one person whose sole job it is to keep on top of overdue invoices.  It is usually the accounts receivable clerk.  Then if it needs to be escalated, the controller or someone else in management gets involved.

The problem with this is that it is usually a manual process.  Statements are sent out each month and most companies with overdue invoices pay up – usually much later than the payment terms on the invoice. Someone also occasionally looks at an AR Aging or an overdue invoice report and personally contacts those companies with severely overdue accounts.

The Problem

This approach has several inherent problems:

  • It is manual
  • It is not timely
  • It is not proactive

The Solution

There are several pieces to a complete solution and it depends upon your company.  Today we are going to concentrate on an example of collections workflow in NetSuite.  (If you have another software with workflow capabilities you may be able to use this example and duplicate these steps.)

When you look at this example it is important to keep the following in mind:

  • NetSuite allows you to customize any workflow. (You can even create new workflows from scratch.)  Therefore you can change criteria, add extra actions and expand on the results.
  • The complete workflow functionality is a core component of NetSuite. It is part of all systems. There is no extras that need to be purchased.
  • The sample workflow we are using is available free of charge to all companies through a downloadable bundle.

Here is the workflow diagram and an explanation of what it does: NetSuite Blog Pic Tom White 9-2015

  1. The workflow is initiated when an invoice is 30 days overdue. [Top Block]
  1. Is first notice [2nd Block]:

a. If this is the first time for this loop in the workflow, then it will direct the CRM system to send out an email [4th Block] to remind the customer that their invoice is overdue. It will then update the “Is Processed” Flag [5th Block] and then return them to the top of the loop. [2nd Block]

b. If this is not the first time it will direct the process to determine if the amount of the invoice is significant. In this case over $10,000.  [3rd Block]

  1. Is the amount over 10K [3rd Block]:

a. If the answer is no, it will stay in the top loop.

b. If the answer is yes, the process will jump out of the loop to send a different email. [6th Block]

  1. Send Reminder Email [6th Block]:  This is a different reminder message.
  1. Create Phone Call [7th Block]:  The CRM system will create and schedule a phone call for the appropriate person to call the customer and inquire as to the payment for the invoice.  This call will have a popup reminder in NetSuite and also appear on the Outlook calendar if you have it integrated.
  1. The last action is to put the customer on Credit Hold.  That way no sales will be processed until their payment situation is corrected.

The Payoff

  • Elimination of a manual tasks: Examining reports, composing and sending out emails, and scheduling activities and follow-ups.
  • The automation runs on your schedule. If you don’t like to wait 30 days, you can have it activate when an invoice is overdue for 15 or 7 days or whatever.
  • It is proactive. The process is in place before any invoices become overdue.  Most of the actions are done automatically.  The only time that a real person is involved is when they can be most effective – communicating directly with customer.

When you want to discuss workflow automation – give me a call. Tom White 305.819.6323 x 801

The Dreaded Weekly/Monthly Report

NetSuite “Click it and forget it”

The Problem

We all use standard and custom reports in NetSuite.  Many times we are required to produce these reports on a weekly or monthly basis for other people or companies.  You get into a routine of creating these reports and sending them out.  You don’t think much of it.  That is until there is a disruption in your schedule.  You are out sick or on vacation or handling an office emergency.  The report is delayed or forgotten.  You only realize it when the recipient notifies you that the report is missing.

Wouldn’t it be better if periodic reports just took care of themselves?

The Solution

  1. Edit your standard or custom report and save it with a new name.
  2. Change the date range to a “relative” range.
  3. Run the report
  4. Choose the “Schedule” button and who should get the report and when they should get it.
  5. Save and you are done!

An Example: Sales by Customer Report

  1. Choose: REPORTS -> SALES -> SALES BY CUSTOMER -> CUSTOMIZE SUMMARY
  2. Rename the report: Weekly Sales by Customer
  3. Choose the Filter Tab under the title.

Netsuite Click It Pic 1

For the Date field choose a date range value of “Last Week” and remove “Show in Footer”.  Then save and run the report.

4. Click on the “Schedule” button at the lower right of the report.

Netsuite Click It Pic 2

  • Enter a start time of 2:00 am.
  • Check the box “Run Report More Than Once”
  • Check the Recurrence section so that it is a weekly event for Monday.
  • Enter the recipients.

Netsuite Click It Pic 3

  • Under message enter something appropriate.
  • Check the box “Send Report as Attachment”

5. Click Save and you are done.

6. If you want to check or edit your scheduled search choose REPORTS -> SCHEDULED REPORTS -> REPORT SCHEDULES

Netsuite Click It Pic 4

Your report will be listed as follows:

Netsuite Click It Pic 5

Conclusion

The report you created will be sent out every Monday and will appear in your recipient’s inboxes before they check them in the morning.

Now isn’t that a better way to take care of periodic reports?  I bet you can find many reports you can set up as scheduled.  You may also want to create new reports for other occasions like month end.  For a better understanding on how to accomplish this please feel free to reach out to Tom White at Tom.White@wacptrs.com

Partner, WAC Solution Partners Florida and Texas