How to receive the weekly Management summary by email

What is it for?

The people who run the company do not always open fiscaldoo. With the Monday summary switched on, people with the Management profile receive an email every Monday with the main figures of the Management panel and what falls due that week. It comes switched off.

When to use it?

• When Management wants to follow sales, money in the banks and what is overdue without opening fiscaldoo.
• When preparing a new company, if Management asked for the weekly email: the summary comes switched off.
• When Management no longer wants to receive it: see “Switch off the summary”.

Where to find it?

Settings › Users & Companies › Companies, the company record, Monday summary tab.

Before you start

• The summary is switched on by the system administrator: the steps were done with that user. Management cannot switch it on: it does not have the Settings app, and in Management › People › People assumptions it sees the company record with only the management assumptions and the Weekly people summary switch, which is a different email (see “Common problems”).
• Each person who will receive the email has the Management profile, an email address on their user record and access to the company.
• The database sends emails (it has outgoing mail configured). The demo database has no outgoing mail configured: emails stay in the queue, with an error.

How to use it

1. Open Settings › Users & Companies › Companies and choose the company, for example Empresa Demonstração, Lda.
2. Open the Monday summary tab.
3. In the RESUMO PARA A GERÊNCIA (summary for the Management) group, switch on Monday summary by e-mail.
4. Click Save (the cloud icon).

Expected result

• The scheduled action Monday summary for the Management becomes active, once a week. In the example, switched on on 6 November 2026, the next run was set for Monday 9 November, at 07:00.
• Each Management person receives an email with the subject “Empresa Demonstração, Lda: your Monday summary (date)”. The email contains the six figures of the Management panel, each with one line of explanation:
  • Sales of the month (excluding VAT; invoices minus credit notes);
  • Margin (after direct costs);
  • Money in the banks (sum of the bank accounts, in euros);
  • Overdue to receive (overdue customer invoices);
  • Next payments to the State (taxes the cash forecast expects to pay in the following 30 days, including overdue ones);
  • Total cost of the staff (totals only).
• Below, under Falling due this week, the email lists the obligations in the Tax calendar that fall due by the Sunday of that week, or says “Nothing falls due this week.”.
• The email ends with “Totals only: no individual salary appears in this e-mail.”

Example. In the demo, with the action run by hand by the administrator on 6 November 2026, the email “Empresa Demonstração, Lda: your Monday summary (06/11/2026)” was for the week ending 08/11/2026 and said: sales of the month €120.00, margin €120.00 (100% of sales), money in the banks €34,900.23 (2 accounts), overdue to receive €5,241.03 (4 invoices), next payments to the State €19,771.91 (“Overdue since 20/03/2026.”), total cost of the staff €0.00 and “Nothing falls due this week.”. Only one email went out: the other person with the Management profile had no email address. The email stayed in the queue with an error, because the demo database does not send mail.

Switch off the summary

Switch off Monday summary by e-mail on the same record and save. The summary is per company: when switched off, nobody in that company's Management receives it. When no company asks for it, the scheduled action becomes inactive.

Important notes

• The figures are those of the current month on the day it is sent: at the start of the month, Sales of the month only counts the first few days.
• Next payments to the State says what is overdue. If a payment is already past its date, the line says “Overdue since …”, with the date of the oldest one, and, if there is another in the following 30 days, “The next one falls due on …”. With nothing overdue, it says “The nearest on …”; with nothing to pay in the following 30 days, it says “Nothing to pay in the next 30 days.”. The dates are those of the cash forecast: check the legal deadlines in the Tax calendar.
• There is no per-person option. The email itself says: “To stop receiving it, ask the administrator to switch off the Monday summary in the company.” Once switched off, it stops reaching all of that company's Management.

Common problems

Management cannot find the Monday summary tab

• Symptom: with the Management profile, Management › People › People assumptions opens the company record without tabs; the only switch is Weekly people summary.
• Cause: the Monday summary is switched on in the full company record, in Settings, which belongs to the system administrator. The Weekly people summary is a different email and does not switch this one on.
• What to do: ask the system administrator to switch on the summary.

The email does not arrive

• Check that the person has the Management profile and an email on their user record.
• Ask the administrator to confirm that the database sends emails and that the action is active: see Which automatic processes fiscaldoo runs.