Settings · Finance Digest

/finance finance.manage

The Finance Digest section sends a recurring financial summary by email to the people you choose. You set how often it goes out, on which day and hour, and to whom — then the digest arrives automatically on schedule, covering your receivables, payables, cash-flow forecast and open balances at a glance.

Where it is

Top navigation → Finance → Settings tab → Finance Digest (in the row of settings sub-tabs).

What's on the screen

A scheduling form followed by three action buttons:

Frequency — how often the digest is sent (for example, Weekly).
Day of week — which day it goes out (for example, Monday).
Hour (UTC, 0–23) — the send hour, given in UTC on a 24-hour clock.
Recipients — the address list. Type an email and click Add; repeat to add several recipients.
Save digest settings — saves the schedule and recipient list.
Send now to recipients — sends the digest immediately to everyone on the saved recipient list.
Send test — sends the live digest right now to a single address you type, without changing your recipients or the next-send schedule.

Finance Digest section: Frequency, Day of week, Hour (UTC) and Recipients fields, with Save, Send now and Send test buttons — The Finance Digest form — Frequency, Day of week, Hour (UTC), and the Recipients list — plus the Save digest settings, Send now to recipients, and Send test buttons.

What's in the digest

Each digest summarises your finance position: AR (accounts receivable — what customers owe you), AP (accounts payable — what you owe suppliers), a cash-flow forecast, your top open balances, and planned payments. It's a single periodic snapshot for the people who need to keep an eye on the books.

How to schedule the digest — step by step

Go to Finance → Settings → Finance Digest.
Set Frequency to how often you want it — e.g. Weekly.
Pick the Day of week — e.g. Monday.
Set the Hour (UTC, 0–23). Remember this is UTC, so adjust for your local time (e.g. for 9am in a UTC+2 zone, enter 7).
Under Recipients, type an email address and click Add. Repeat for each person who should receive it.
Click Save digest settings. The digest will now go out on that schedule.
(Optional) Click Send test, type your own address, and confirm the email looks right — this does not touch your recipients or schedule.
(Optional) Click Send now to recipients if you want everyone to get a copy immediately, outside the schedule.

Worked example — a Monday-morning team digest. Open Finance Digest → set Frequency to Weekly, Day of week to Monday, and Hour (UTC) to 7 → add you@company.com and accountant@company.com under Recipients → click Send test with your own address to preview it → click Save digest settings. From then on, both recipients get the AR/AP, cash-flow forecast and open-balance summary every Monday.

What it affects

Saving here controls a scheduled outbound email — it never changes any finance data. The schedule and recipient list drive when and to whom the digest is sent; Send now dispatches to the saved list once; Send test goes only to the address you type and leaves the saved recipients and next-send time untouched.