Monthly deadline digest setup

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Yealmpton Accountants · Monthly deadline digest setup

Zoe Hocking asked how to set up a monthly deadline digest for each client manager, needed before the first one goes out. Connor Webb gave steps. Closed 27 Oct 2025.

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As at Fri 9 Oct 2026

Zoe Hocking asked how to set up a monthly deadline digest for each client manager, needed before the first one goes out. Connor Webb gave steps. Closed 27 Oct 2025.

Problem: Zoe wanted a monthly deadline digest sent to each client manager. The first digest was needed the following week.

Handling: Connor Webb gave steps to open the digest settings, choose the recipient for each manager and save. He offered further help if the screen differed.

Watch: The evidence does not show whether the first digest went out on time.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

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First response (min)150

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created · Zoe Hocking 17 Oct 2025 15:55
Hi, we'd like a monthly deadline digest sent to each client manager. Can you tell me how to set it up? It's urgent because we need the first one to go out next week. Thanks, Zoe
Public reply · Connor Webb 17 Oct 2025 18:25
Hi Zoe, just so I've got this right: you want a monthly deadline digest sent to each client manager, and the first one needs to go out next week. First, open the digest settings from the menu. Then choose the recipient for each manager, and save. Let me know what you see on screen and I'll help with anything that differs. Thanks, Connor
Status change · Connor Webb 23 Oct 2025 14:13
Status change · 27 Oct 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Data	Records
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