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Automation

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Auto email reports - zipped folder

Could there be an option for the auto generated emailed reports to be one zipped password protected folder rather than individual password protected documents? Our clients are a little annoyed at having to put the password in multiple times!
Emily Libby 7 months ago in Automation 0 Future consideration

Auto Emails - Show as sent on dashboard

When sending auto emails for auto payruns - ot would be help to have a visual of the mail log for each company on teh dashboard rather than having to log in to each company and check the mail log. If the email doesn't get sent then we are non the ...
Guest 12 months ago in Automation 0 Future consideration

Pay Run Automation Auto Emails by Schedule

The ability to send auto emails with reports grouped by schedule. For example we have clients with multiple divisions where each division needs visibility of their own schedule reports but shouldn't be privy to the financial information on other d...
Jennefer Willmore 10 months ago in Automation 0 Future consideration

Auto Emails - Payroll Automation

Please can the auto emails be reviewed when payroll reports are sent directly to clients. If a payroll needs to be re-run and finalized the original reports are sent again to the client. This can cause major issues if the original reports are used...
George Haynes over 3 years ago in Automation 0 Future consideration

Need to separate Auto Pilot for weekly & monthly paid

The actions and personalised email report are different for monthly and weekly eg. P30 is not applicable to weekly
Guest over 2 years ago in Automation 0 Future consideration

Add CIS Gross to Net Report for automation email

Can the CIS Gross to Net report be added to the list of reports that can be included on the automation of report sending to a client email address?
Nigel Plant over 3 years ago in Automation 0 Future consideration

Dynamic "tokens/content" in autopilot payrun emails

Hi, We need to include some figures like "Balance Due Amount", "Due date" (by which this balance needs to be paid to HMRC) from the P32 report as part of the email content when sending email from Payrun Auto Email (please see attached example emai...
Richard Williams about 3 years ago in Automation 2 Future consideration