How to set up the WhatsApp draft-bills digest

What the digest says

Each message lists how many draft bills are waiting and their total value, a breakdown by company with the companies with most bills first, and the oldest draft. The figures come from the same queries as the Bills screen, and Bills Hub syncs with Xero before sending, so the digest never disagrees with the app.

1. Turn it on and set the schedule

1. Open Notifications and switch the digest on.
2. Choose Daily (optionally skipping weekends), Weekly on a chosen day, or Monthly on a chosen date. A date past the end of a short month is sent on its last day.
3. Pick the send time and timezone. Times are local, so 09:00 Kuala Lumpur time stays 09:00.
4. Choose whether to include a per-company breakdown and how many companies to list, and whether to send even when there are no drafts.

2. Add recipients

Under Recipients, enter a name, WhatsApp number and role, then choose all companies or assign only the companies that person looks after. A director sees the whole group; an outlet accountant sees only their outlets, and is skipped on days their companies have nothing waiting.

Numbers can be typed as 012-345 6789; Bills Hub adds Malaysia's 60 country code automatically.

3. Preview and send

Use Preview as to see the exact message the group, or any one recipient, would receive. Send digest now sends it immediately without affecting the scheduled send.

The WhatsApp sender is set up by FusionETA on a WhatsApp Business channel for your company.

Frequently asked questions