Expenses: Scheduling reports

Capture Expense can run reports automatically and deliver them by email as a PDF attachment.

Setting up a report schedule

1. Go to Setup > Settings > Reports.

2. Click Add Report Schedule.

3. Ensure Active is selected.

4. Enter a name for the report.

5. Select a subject, e.g. Vehicle Checklist.

6. Select how frequently the report runs.

7. Enter the email addresses of the recipients in a comma-separated list, e.g. finance@company.com, admin@company.com.

8. Click Save. The report schedule is created and appears in the Reports tab.