Just simply decide which clients you wish to automatically synchronise each month, enable ‘Auto Reporting’, enter the day of the month you wish to generate an updated set of reports, and the day of the month you wish to automatically email your client to tell them their Management Reports are available.
✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements. ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery. ✦ Turn financial data into growth decisions with VFD tools & training. ✦ Helping businesses improve cash, profits & exit readiness. ✦ Forecasting, reporting, valuation – practical tools to run and grow your business
