How does “Then: the pack, the schedules and the payments” work on the Accounts settings page?

Open this screen in Saral/accounts/settings

The Management Reports tab is the template Accounts → Management Reports builds from: sections, order, comparatives, warning lines, the issue day and the recipients. Scheduled Packs emails the aged receivables and payables on a day each month to the people you name. Account Opening holds each company's facts for supplier account forms; Supplier Chasing and Credit Nurture the wording and cadence of the notes and reviews; Proformas each company's proforma payment account; Bank Recon the morning digest switch; Statutory Surveys the one login the survey robot signs in with; Insurance which company the renewal pack names as proposer. The Payments board is one card per rule the payment run reads. Where: Accounts settings (/accounts/settings).

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