Summary: | HOW TO - Setup scheduled reports on JIWA Financials
To configure email feature, follow these steps:
- Open JIWA -> System -> System Maintenance screen
- Click on System tab
- Setup the following configurations as follows:
- UseRelaySMTPServerForEmail: tick this checkbox
- RelaySMTPServerAddress: Enter your SMTP server name
- RelaySMTPServerPortNumber: Enter your SMTP Port Number
Once the above is setup, you can then email invoices and schedule debtor statements.
To email invoices, follow these steps:
- Open JIWA -> Sales Order Entry -> Sales Order Entry Screen
- Search for the invoice to email
- Click on Record -> Email
- Enter from address, subject and message, then click on Send
To schedule debtor statements, follow these steps:
- setup schedule script service configurations:
- Open JiwaScheduledScriptsService.exe.config file from JIWA installation folder: C:\Program Files (x86)\Jiwa Financials\Jiwa\Scheduled Scripts Service
- Change the following in the file:
- Server: Enter your JIWA Server Name
- Database: Enter your JIWA Database Name
- SQL Login: Enter your SQL Login Name
- SQL Password: Enter your SQL Login's password
- JIWA Login: Use Admin login
- JIWA Password: Enter Admin login's password
- Save the file
- Open Services.msc from run command
- Locate JIWA Scheduled Scripts, right click and select properties
- Change startup type to Automatic
- Restart the service
- Open JIWA -> System -> Scheduled Scripts Screen
- Search for "Sample Monthly Debot Statement Report Emailing Script"
- Change the ***User Define section values as required
- Create a schedule for this script from the Scheduling tab
- Tick enable and save the record.
|