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Daily Statement email automation

With the potential implementation of 25% duties on Canada and Mexico many of our clients will be moving to their own ACH. The want to receive daily their statements. Can we add this function to the ADMIN tab Report Scheduler. Choose Customer number(s) and email address. We have reviewed the ACE Portal statement reports and they do not include the Importer Ref No so the client is not able to match their invoice to the entry number. Magaya captures this information. I am not able to retrieve the data in Power BI as it is 3 days behind in updating.

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    • Admin
      Jordan Fotouhi
      Reply
      |
      Mar 26, 2025

      This is now available in the report scheduler.

    • Admin
      Jordan Fotouhi
      Reply
      |
      Feb 25, 2025

      Thank you for your idea. Our team is going to look into allowing the Daily Statement Audit report to be run by, and scheduled for, specific Importer Accounts from the Report Scheduler.


      Thank you,