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Monthly management pack

Kauri Joinery Ltd Monthly on the 3rd at 08:00 (Pacific/Auckland) Active

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Next send

Thu 3 Dec 2026, 08:00 GMT+13

Last month; approval first, auto-send after 24h

Reports (6)

Profit and Loss, Balance Sheet, Executive Summary, Aged Receivables Summary, Aged Payables Summary, Bank Summary

As PDF + XLSX

Recipients (3)

[email protected], [email protected], [email protected]

Subject: Kauri Joinery: monthly numbers

Delivery log

6 entries
  • Awaiting approval Manual Thu 5 Nov 2026, 17:12 GMT+13
    Auto-sends Fri 6 Nov 2026, 17:12 GMT+13 unless you act first.
  • Sent Scheduled Tue 3 Nov 2026, 09:00 GMT+13
    Approved by you.
  • Sent Scheduled Sat 3 Oct 2026, 10:00 GMT+13
    Approved by you.
  • Sent Scheduled Fri 4 Sep 2026, 08:00 GMT+12
    Auto-sent after the approval window.
  • Sent Scheduled Mon 3 Aug 2026, 10:00 GMT+12
    Approved by you.
  • Sent Scheduled Sat 4 Jul 2026, 08:00 GMT+12
    Auto-sent after the approval window.

Pack settings

What to send

Reports

Worked out on the send date, in the pack's timezone. Balance sheet style reports use the period end. Aged and unpaid lists show balances as at the send date.

Formats

When

Who and how

Up to 20, separated by commas or new lines. Each person gets their own copy; nobody sees the others' addresses. Replies come to you.

Goes in the email body and on the PDF cover page.