Payroll and Billing Report Management Updates
Run Reports for up to 181 days
A new tab My Reports has been added to the billing and payroll report home pages where ALL generated reports for the logged in user will be stored.
The Download Button has been updated to Run Now
After Clicking Run Now … What happens?
Feature | Description | Good To Know | |
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1 | User receives a confirmation pop up |
| By default the email will be sent to the users email in their staff profile. (you may want to check that your email is up to date)
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2 | The system will create a record in the users My Reports Tab and assign Pending Status. |
| Statuses: Pending: The report is in a queue of reports waiting to be processed Download: Report ready for download Download: Report was previously downloaded
Fail: There was an error when processing the report. User can run the report again or contact the Rethink Support Team to see if it may be recovered.
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3 | Users will receive an email when the report is ready |
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