What is the Bookkeep Daily Summary email and how does it save me time
Bookkeep offers a Daily Summary email which is sent daily in the morning to give you an overview of your postings to your accounting platform. This email is sent at the user level meaning that you would receive 1 email daily containing all of your entities. This email is a rollup of all your entities allowing you to quickly scan for any items needing your attention.
Each entity will have a section containing a listing of journal entries for that day. It will indicate whether the posting to accounting was successful or whether there is an issue needing your attention.
Below are two successful examples.
The first example indicates the posting to accounting was successful and includes a green checkmark to let you know:
This second example indicates that no sales were found for a particular day and no posting was done to your accounting platform:
Below are a few examples of issues that can occur that your daily summary email will indicate.
In the first example, an accounting platform is not connected, and therefore we are unable to post the entry to your accounting platform. This would require a user to connect accounting for us to post properly:
In this next example, the posting failed due to an authorization issue where the credentials to your source system or accounting platform are no longer valid. This will require you to reconnect so that we can continue posting:
In this next example, we indicate that no deposit was located for a particular day, and therefore no posting to accounting was completed:
Finally, it is possible that an entry may show as missing which may mean the entry was not completed at the time of the daily summary email sending. This could occur if data was not yet available from the source system or that the amount of data is causing the posting to take awhile to process. If it is missing, feel free to reach out to firstname.lastname@example.org for assistance.
Changing your notification settings:
You may choose that you no longer want to receive the daily summary email. You have two options to unsubscribe.
1. Unsubscribe link in the email: At the bottom of the email, you can click the links to unsubscribe and no longer receive the daily summary email:
2. Notifications Management: In the Bookkeep.com app, you can manage email notifications by navigating to My Profile > Notifications. Here, you'll be able to opt in/opt out of our Daily Summary Email. Please note that these notifications are on the user-level, not on the entity-level.
If you have any additional questions, please reach out to email@example.com.