Accounting Ideas

Global change for date of scheduled statement

Currently to change the date the statements are scheduled to be sent there are 5 steps for each customer surely there must be an easier way tod this? other than

  • clicking on each customer record

  • clicking on manage statements

  • clicking on Calculate waiting till it loads the statement

  • clicking on schedule monhtly statments

  • changing dayfor email statements monthly on

Could you not either have a global change facility or an option in business setting to amend the date for scheduled customer statements.

Als have the ability to view which customers have scheduled statements set up with out having to go through the first four steps above

  • Guest
  • Apr 4 2023
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  • Guest commented
    4 Jul 09:20pm

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