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Looking for a way to automate the download and email a predefined report everyday

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edited Oct 2, 2019 8:42AM in Account Reconciliation 6 comments

Summary

Client is looking for a solution where every single morning around 8 am they will receive an email with pdf attached report on Reconciliation Status

Content

In ARCS, the matching card exactly does that. It shows the unmatched transactions as on day for the Transaction Matching reconciliations. But client  does not want to login to ARCS every day just to know the status. They want an automated solution which would trigger the generate report for Reconciliation Status (There is a predefined report already for this), followed by emailing it as an attachment to a certain set of people. Unless something does not look right to them, they might not login to ARCS every single day to check the status.

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