Distribution List

Created by Harry Lewis, Modified on Tue, 16 Jul at 9:35 AM by Gabriel Michaud

Applies to:

Velixo Classic
Velixo NX
Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, Haufe x360, Jamis Prime

Purpose

The Distribution List feature can be used with a desktop installation of the traditional edition of MS Outlook to quickly distribute reports to a large number of users with a single click. Reports can be sent by e-mail or simply saved to a folder in a variety of formats. You have the freedom to include specific content (sheets/tabs) or use different parameters (company, branch, division, financial period, etc.) based on the recipient. Highly sensitive data can be password protected.

Example use cases:

E-mail a monthly performance dashboard in PDF format to the manager of every location of your 200-location business.
Send detailed financials to your area/group managers in Excel format.
Prepare a complete financial reporting package for your shareholders, removing Acumatica formulas and hyperlinks for people without access to your ERP system.
Archive the final version of your monthly reports to a network share with clear and consistent naming.
E-mail a PDF version of your project progress report to project managers every week.

These are just some examples of what can be achieved — Report Distribution lists are extremely versatile, powerful, yet very simple to use.

For more information and examples, see Using Distibution Lists.