Accounting Ideas

Monthly Customer Statements - Recording of sent items

I scheduled a number of customers to receive monthly statements.

However there is no record of statements issued.

I cannot rely on this and have sent all statements manually to ensure I know they are sent.

Please could you rectify this?

It is not a good use of time to manually send multiple statements.

Functionality should support:

  • Automated issue

  • Proof that statements have been issued

  • Ability to run statements issued in reports

Please review and advise.



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  • Feb 8 2024
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