How to Receive Weekly Summary Reports in Zoho Books
Resolution
Zoho Books can send a Weekly Summary Report to the admin if the option is enabled. The report contains a summary of income and expenditure, cash flow, transaction overview, active projects, alerts, and new feature updates.
To enable this:
- Navigate to Settings on the top right corner of the page.
- Select General under Preferences.
- Mark the box near the Send Weekly Summary report option.
The reports will be sent to the admins of the organization every Sunday.