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Quarterly board pack

Lantern & Loaf Bakery Quarterly (Jan, Apr, Jul, Oct) on the 10th at 09:00 (America/Los_Angeles) Active

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Next send

Sun 10 Jan 2027, 09:00 PST

Last quarter; approval first

Reports (4)

Profit and Loss, Balance Sheet, Trial Balance, Budget Summary

As PDF + XLSX + CSV

Recipients (2)

[email protected], [email protected]

Subject: Lantern & Loaf: quarterly board pack

Delivery log

5 entries
  • Sent Scheduled Sat 10 Oct 2026, 09:00 PDT
  • Sent Scheduled Fri 10 Jul 2026, 09:00 PDT
  • Sent Scheduled Fri 10 Apr 2026, 09:00 PDT
  • Sent Scheduled Sat 10 Jan 2026, 09:00 PST
  • Sent Scheduled Fri 10 Oct 2025, 09:00 PDT

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.