Haruno Knowledge base

Sync emails

Send people the summary of their scheduled QuickBooks syncs by hand, then mark it sent.

  • Operator consoleAvailable

In the app a person can ask for a short email after their scheduled QuickBooks syncs. There is no mail service behind it. Sync emails lists the emails that are waiting. An operator sends each one from their own mail app, then marks it sent.

The Sync emails page: two made-up people with an email each, showing who it is to, the subject and the body, with Open in Mail and Mark sent buttons

Where the emails come from

A person turns this on with the switch Email me a summary after scheduled syncs. It is in the Mac app under Settings ▸ Books, and in the Windows app in a company's sync schedule. After each scheduled sync the app tells the service how it ended. The page turns those results into one email for each person. Turning the switch off removes the summaries that have not been sent.

A summary says for each company whether it synced, was already up to date, needs reconnecting or could not sync, and which months were brought in. It never includes an amount.

Send an email

The Pending button shows the emails waiting. Each card shows the person, how many syncs it covers and the time of the oldest one.

  1. Check the To, Subject and Body. The small copy icons copy each.
  2. Press Open in Mail. Your mail app opens a draft with the subject and body filled in.
  3. Send it from your mail app.
  4. Press Mark sent.

Mark sent settles only the syncs that card was built from. A sync that arrives in the meantime waits for the next email.

The email is in English

The text is always English. When the person's app is in another language, a blue App language tag says which. The text talks about "your Mac", even though Windows has the same switch.

Emails already sent

Sent shows what was marked sent in the last week: the person, how many syncs, when and by whom. Older entries are removed. A person who left an organization hears nothing more about its companies.

Who can use it

Only super admins. The sidebar hides the page from everyone else. It shows email addresses and company names, so someone who opens it by its address sees a Restricted message.

What a person in support can ask an operator

  • "A customer says they never got their sync email." Check Pending. The emails are sent by hand, so they are not instant.
  • "A customer wants these emails to stop." They turn off the switch in their app. An operator cannot turn it off for them here.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,48 @@
+---
+title: Sync emails
+summary: Send people the summary of their scheduled QuickBooks syncs by hand, then mark it sent.
+feature: ops-sync-emails
+covers:
+  - web/monitoring/components/SyncEmailsPage.tsx
+  - web/monitoring/lib/syncEmailsApi.ts
+  - server-dotnet/src/Haruno.Server/Controllers/AdminSyncEmailsController.cs
+  - server-dotnet/src/Haruno.Server/Services/SyncSummaryEmail.cs
+---
+
+In the app a person can ask for a short email after their scheduled QuickBooks syncs. There is no mail service behind it. **Sync emails** lists the emails that are waiting. An operator sends each one from their own mail app, then marks it sent.
+
+<Shot src="/m/d0ceba7dc83a-ops-sync-emails-dark.png" alt="The Sync emails page: two made-up people with an email each, showing who it is to, the subject and the body, with Open in Mail and Mark sent buttons" />
+
+## Where the emails come from
+
+A person turns this on with the switch **Email me a summary after scheduled syncs**. It is in the Mac app under <Ui>Settings ▸ Books</Ui>, and in the Windows app in a company's sync schedule. After each scheduled sync the app tells the service how it ended. The page turns those results into one email for each person. Turning the switch off removes the summaries that have not been sent.
+
+A summary says for each company whether it synced, was already up to date, needs reconnecting or could not sync, and which months were brought in. It never includes an amount.
+
+## Send an email
+
+The **Pending** button shows the emails waiting. Each card shows the person, how many syncs it covers and the time of the oldest one.
+
+1. Check the **To**, **Subject** and **Body**. The small copy icons copy each.
+2. Press **Open in Mail**. Your mail app opens a draft with the subject and body filled in.
+3. Send it from your mail app.
+4. Press **Mark sent**.
+
+**Mark sent** settles only the syncs that card was built from. A sync that arrives in the meantime waits for the next email.
+
+<Callout variant="info" title="The email is in English">
+The text is always English. When the person's app is in another language, a blue **App language** tag says which. The text talks about "your Mac", even though Windows has the same switch.
+</Callout>
+
+## Emails already sent
+
+**Sent** shows what was marked sent in the last week: the person, how many syncs, when and by whom. Older entries are removed. A person who left an organization hears nothing more about its companies.
+
+## Who can use it
+
+Only super admins. The sidebar hides the page from everyone else. It shows email addresses and company names, so someone who opens it by its address sees a **Restricted** message.
+
+## What a person in support can ask an operator
+
+- "A customer says they never got their sync email." Check **Pending**. The emails are sent by hand, so they are not instant.
+- "A customer wants these emails to stop." They turn off the switch in their app. An operator cannot turn it off for them here.