Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-305 Please change the default in customer tabs to email statement as it defaults to post .

Customer record card Merged

Can the customer record card have the option to send statements via email when creating the customer and not have to go into the record again to do this once they are set up? Or is there a way to change default from post statements to email statements so they're all set up the same?

  • Guest
  • Nov 12 2020
  • Great Idea Currently In The Works
  • Guest commented
    21 Jan, 2021 01:44pm

    I'm glad I'm not the only person to ask this question. We are currently moving over to Cloud Accounting from Sage 50 and the default is set to post. I can't believe that a cloud based system is not defaulted to email!!! Very frustrating as I now have to manually change 5570 customers from post to email :-(

    Why is there not a global option to change all customers.