Accounting reports automations

The accounting reports work when someone opens them. A report computes its figures when it loads, when an option of the panel changes and when Refresh is clicked; an export is built when its format is clicked. Nothing here sends e-mail to clients, vendors or users, and the app adds no automation rule and no e-mail template.

Scheduled action

Account Returns: Generate/Refresh

• When: never, as shipped. The scheduled action is installed switched off, with a daily interval; it would run once a day only if someone activated it.
• What it does: nothing. Its name speaks of creating or refreshing the account returns, but its code is an empty placeholder: activated, it would run and change nothing.
• How to stop it: it is already stopped. Leave it switched off in the scheduled actions of the technical menu; there is no reason to activate it in this version.

Behaviour that follows the data

Currency columns

• When: each time a report loads or is exported.
• What it does: counts the active currencies of the whole database. With one, the foreign amount columns (Amount Currency, Currency and the balances of Unrealized Currency Gains/Losses) are left out of every report and every export file. With two or more, in any company, they appear in every report that has them.
• How to stop it: the columns follow the currencies; deactivate the currencies you do not use, as Banks, cash and currencies explains, or hide a column with the cog of the report until the report reloads.

Period of the ready choices

• When: each time a report loads.
• What it does: turns a choice of Date such as This Month or Previous Quarter into dates counted from today, so the same choice shows other figures as time passes. Every report opens on This Year.
• How to stop it: choose Custom Range and type the dates; they stay as typed until you change them.

What never happens on its own

• No statement, reminder or report is sent: the Follow-up Report lists the overdue invoices and stops there.
• No entry is posted by the reports. The only entry this app can post is the revaluation entry, and only when a user clicks Post Provision Entry; see Prepare the tax and period-end figures.
• No figure is stored between two visits: closing and reopening a report computes it again from the journal items.