Auto sharing
Auto sharing lets Bizconnekt email each new invoice to the customer's contacts without anyone sending it. This screen switches the feature on for the business unit and sets how long it waits first.
Video coming soon: Auto sharing in 2 minutesWhere to find it
Configuration › Communication › Auto sharingThe menu calls it Auto sharing. Shown to tenant administrators only; anyone else gets a no-access message and the server refuses their requests. The settings are for the business unit in the header. If that is a consolidated view, the screen asks you to switch to one of its units.
Quick set-up
- Open Configuration › Communication › Auto sharing.
- Turn Auto sharing for 24 hours on or off.
- If it is on, choose After a set number of hours and enter the hours, or choose Manual only.
- Click Save. The button appears once you change something.
Done. A message says 'Auto sharing settings saved'.
Full guide
Switch and wait
Fields in this section
| Field | Default | What it changes |
|---|---|---|
| Auto sharing for 24 hours | On | When on, and auto sharing is also on for a customer (on that customer's page), each new invoice for that customer is emailed to their contacts. Turning it off only stops customers from being newly switched on; customers already switched on keep getting invoices. |
| After a set number of hours | Selected, 24 | The wait before an invoice that needs an e-invoice or e-way bill is emailed. An invoice with neither goes right after it is saved. Enter 0 to 168 hours (7 days). |
| Manual only | Not selected | No timer. The invoice goes only when someone shares it by hand, releases it from the queue, or generates its e-invoice. |
The wait choices appear only while the switch is on.
What changes for your team
Customers with auto sharing on start receiving invoices by email with no action from your staff. Staff can still share an invoice by hand at any time. The per-customer box is Auto share invoices on the customer form.
When changes take effect
On invoices saved after you save. The page reloads the saved values after a successful save.
What is not on this screen
No search, tabs, export or import. It covers invoices only, and one rule for the whole business unit.
On mobile
No settings screen on the phone. Change it in the admin portal in a web browser. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.
Problems and fixes
"Enter a number of hours from 0 to 168, or choose Manual only."
Use a whole or decimal number between 0 and 168, or pick Manual only.
"Could not load the auto sharing settings"
The values were not read, so none are shown. Click Try again. Nothing has been changed.
"The business unit selected in the top bar is a consolidated view"
Pick one of its units in the top bar.