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How to Send a Finance Report to your Job Sources
How to Send a Finance Report to your Job Sources
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Written by Uleadz Client Care
Updated over a week ago

1. From the left side menu select “Finance”.

2. Select the option “Job Source Report”. There, you will see a list of your jobs for the day and will be able to Custom Range to see jobs from past dates.

3. Filter by the Job Source you want to see jobs from.

4. Once you have filtered by Job Source, you will see that on the top left corner of the report there are options to either download or send by email. If you choose to send by email, the report will be sent to the email you have on file for the job source selected

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