Your monthly summary email

What it is

Early each month, Worklog emails each owner of the business a summary of the month before, with a subject like "August 2026 in Worklog — Thabo's Plumbing". The figures come from your books and are worked out the same way as on your screens: profit the way your Profit & Loss works it out, and what's owed the way Age Analysis does. The "Open Worklog" button opens your dashboard.

What's in it

• "August 2026 at a glance" (with the month's name): income and costs, both without VAT, your profit or loss before tax, and how much better or worse that is than the month before.
• "Where the money went": your three biggest costs, by category.
• "Owed, as of today": what customers owe you and what you owe suppliers, how many invoices or supplier invoices are unpaid, and how much is past its due date. It only appears when something is unpaid, and supplier invoices only on Team or Complete.
• "Money in the bank": what your bank accounts hold, and any money logged without an account. It only appears if you've added bank accounts.

What's owed and what's in the bank are as of the day the email is sent, not the last day of the month.

When it isn't sent

• The monthly summary email is switched off for the business.
• Nothing came in or went out in the month, and nothing is owed either way.
• The business is read-only, or its plan has ended.
• The first week of the month has passed. A summary that couldn't go out by the 7th isn't sent late.

Switch it off or on

1. On your dashboard, tap "Business Hub", then "Business details".
2. Near the bottom, under Monthly summary email, tap "Email me last month's figures" to switch it off or on.
3. Tap "Save details".

It's on for every new business, and it's one setting for the whole business: switching it off stops the email for every owner. The Business details link at the bottom of each email opens this setting.