Accounts Weekly Report Email

Question asked by Graham Godley-McAvoy 4 years ago

Some of our users have reported receiving an accounts weekly report by email but I can't find where to enable/disable this in CB, can anyone help?

8 Replies

Hi Graham and Kathryn,

I have been informed that there was a bug, preventing the emails from being sent out, which has now been fixed.

If you log into your account and go to Settings>Configure System>Toggle features, scroll to the bottom of the page and untick Clear Books weekly reports email, you should no longer receive them.

Yes - these seem to have turned themselves on without any intervention from me. Please let us know how to turn them off.

Hi Graham and Kathryn,

I have been informed that there was a bug, preventing the emails from being sent out, which has now been fixed.

If you log into your account and go to Settings>Configure System>Toggle features, scroll to the bottom of the page and untick Clear Books weekly reports email, you should no longer receive them.

I cannot find it in the menu you mention, has it moved

Hi Zulqar,

You will now find the Weekly reports option by going to the symbol of a person in the top right and clicking on Settings.

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/4243934/3mNorB69Mr284wx/upload.png

If you would like to control whether or not you receive Clear Books emails at all, the toggle can be found in the same location as previously said.

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/4243934/bcz4Bph6uIapP0E/upload.png

Thanks for this information. As others said this function started working out of the blue for me. I have been with Clearbooks for 3 years now and I have never received these emails.

Also the email itself can be technically classified as SPAM: It is unrequested and more importantly, does not a link to stop it.

I would recommend you to review your email templates.

Hi Fernando,

I am sorry to hear that these were not working for you so far. In fact there is a way to turn these off within your Clear Books account. You can find this under the person icon > Settings > then uncheck 'Receive weekly reports email about this company'. I hope this helps.

All the best,

Mohamed.

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