Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-1941 Auto Statement facility.

Schedule monthly statements - Sales Merged

There is no bulk facility to change all customers to schedule monthly statements and enable all customers, It is extremely time consuming to go into individual customers then select schedule monthly statement then enable. We have a large volume of customers due to the type of work and this is not productive or cost efficient going through individual accounts. When setting up new customer the facility for scheduling statements is not an option to activate there either.

thanks

  • Guest
  • Feb 4 2022
  • Great Idea Currently In The Works