30
Total Fields
3
Required Fields
1
Read-only Fields
1
Link Fields
Description
Send regular summary reports via Email.
DocType Properties
- Is Submittable: No
- Is Tree: No
- Track Changes: No
- Custom: No
- Naming Series: Not set
- Search By: Not set
Fields (30)
| Field Name | Label | Type | Options | Properties | Default |
|---|---|---|---|---|---|
enabled
|
Enabled | Check | - |
|
0 |
company
|
For Company | Link | Company |
Required
|
- |
frequency
|
How frequently? | Select |
Daily
Weekly
Monthly
|
Required
|
- |
next_send
|
Next email will be sent on: | Data | - |
Read-only
|
- |
recipients
|
Recipients | Table MultiSelect | Email Digest Recipient |
Required
|
- |
income
|
New Income | Check | - |
|
0 |
expenses_booked
|
New Expenses | Check | - |
|
0 |
income_year_to_date
|
Annual Income | Check | - |
|
0 |
expense_year_to_date
|
Annual Expenses | Check | - |
|
0 |
bank_balance
|
Bank Balance | Check | - |
|
0 |
credit_balance
|
Bank Credit Balance | Check | - |
|
0 |
invoiced_amount
|
Receivables | Check | - |
|
0 |
payables
|
Payables | Check | - |
|
0 |
sales_orders_to_bill
|
Sales Orders to Bill | Check | - |
|
0 |
purchase_orders_to_bill
|
Purchase Orders to Bill | Check | - |
|
0 |
sales_order
|
New Sales Orders | Check | - |
|
0 |
purchase_order
|
New Purchase Orders | Check | - |
|
0 |
sales_orders_to_deliver
|
Sales Orders to Deliver | Check | - |
|
0 |
purchase_orders_to_receive
|
Purchase Orders to Receive | Check | - |
|
0 |
sales_invoice
|
New Sales Invoice | Check | - |
|
0 |
purchase_invoice
|
New Purchase Invoice | Check | - |
|
0 |
new_quotations
|
New Quotations | Check | - |
|
0 |
pending_quotations
|
Open Quotations | Check | - |
|
0 |
issue
|
Open Issues | Check | - |
|
0 |
project
|
Open Projects | Check | - |
|
0 |
purchase_orders_items_overdue
|
Purchase Orders Items Overdue | Check | - |
|
0 |
calendar_events
|
Upcoming Calendar Events | Check | - |
|
0 |
todo_list
|
Open To Do | Check | - |
|
0 |
notifications
|
Open Notifications | Check | - |
|
0 |
add_quote
|
Add Quote | Check | - |
|
0 |