SYNC Office - Sending Emailed Reports from Sync

Overview

Sync has a built-in feature to email your reports to one or more email addresses - either automatically during the Nightly Tasks process or manually from the Sync Office application.

This short procedure provides step-by-step directions on how to manually send these email reports.

Procedure

1. Open the Sync Office application
2. From the initial window, click the Sales tab button.
3. Click on the POS Policies button.
4. lick the Accounting tab in the Edit Point of Sale Policies window.
5. Click on the Pencil (edit) icon to the right of Emailed Report Settings.
6. If emailed sales reports have previously been setup; you may only need to select a date (Step 7).

6. Verify that ALL intended recipients for the emailed report(s) are listed in the Report Recipients box.

   If a recipient is not listed, enter their email address in the Address to Add field and click the + button to add them.

7. Using the Calendar, select the date for the report(s) that you would like to send.

   The double arrows ("<<" ">>") allow you to change the year of the calendar.

   The single arrows ("<" ">") allow you to change the month of the calendar.

   If End Shift has not been run at least once on the selected date; the sales report will not contain any data.

8. Once you're satisfied with your selection(s), click the Email Reports button.
9. Shortly after clicking the Email Reports button, the Email Reports window should display:

10. If the report(s) were sent successfully, the Emailed Reports window should display:

11. Recipients of the emailed sales report should verify they received the email.

    If the email is not in your Inbox, please check your Spam / Junk Email folders.