Monthly Reports
Managing your finances shouldn’t require you to constantly stare at a dashboard. To help you stay informed effortlessly, Quinvy offers Automated Monthly Reports.
How It Works
Section titled “How It Works”On the 1st day of every month, Quinvy’s system automatically compiles your organization’s financial data from the previous month. This includes total revenue, new clients, and outstanding balances.
The report is then generated as a beautifully formatted PDF document and sent directly to your registered email address.
[!NOTE] The automated monthly report is sent individually to each organization member who has enabled the feature, ensuring your entire team stays aligned on financial goals.
Requirements
Section titled “Requirements”To receive automated monthly reports, ensure that:
- Your Organization is on a Paid Plan: This feature is available for organizations subscribed to the Pro or Premium plans. It is not available on the Free plan.
- Enabled in Settings: Both your Organization Settings and your personal Member Settings must have the Monthly Reports toggle enabled.
Troubleshooting
Section titled “Troubleshooting”If you did not receive your monthly report:
- Check Spam/Junk Folder: Sometimes automated emails can be filtered by your email provider.
- Automatic Retries: If the email fails to deliver due to a temporary issue (Soft Bounce), Quinvy will automatically attempt to resend it up to 3 times.
- Hard Bounces: If your email address is invalid, the system will mark it as a Hard Bounce and stop sending reports until you update your contact information. You will receive an alert in your dashboard if this occurs.