edoc invoice User Guide
Breadcrumbs

What is the purpose of the daily task report?

With the daily task report, you can keep an eye on your workflow tasks at all times.

You will automatically receive the task report once a day as an e-mail notification. You will find the following in the task report:

  • Tasks assigned to you personally or to the groups of which you are a member.

  • Important data, such as invoice amounts and vendor names.

  • Due date of the task.

You can decide for yourself when the daily task report should be sent to you.

Here's how

  1. Click on your name next to the profile picture to open the user settings.

  2. Click on User settings.

  3. In the Daily task report section, select the appropriate time and time zone for you.

The daily task report will then be sent to your e-mail mailbox at this time (and in the selected time zone).


See also