Accounting Ideas

Batch select and unselect in a customer list view - Statement runs

When doing a statement run its not possible to see what customer is going to be sent a statement, I think that we should be able to see the list of clients that are getting statements, and at this stage be able to un-check ones that we dont want to be sent a statement at this time. I have a number of customers on hold for certain reasons that I dont want to send a statement and at the moment I have to go into each client individually to send statements

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  • Sep 6 2022
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