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 .

Be able to set email as default option when generating statement run Merged

Currently, the system will default a new customer to be included on the statement run by producing a PDF copy. It would be nice to have the option to change this default to send by email when an email was entered in their contact record.

  • Guest
  • Apr 12 2021
  • Great Idea Currently In The Works
  • Guest commented
    13 Apr, 2021 07:16am

    Here's the reasoning... we send statements by email (almost everybody sends statements by email) but every month we end up with a bunch of new customers where the default option (send by post) exists. Last month we had 25 of those so, after sending most statements by email, I have to list the 25 then go into each account and amend the setting then send the statement. That took me around an hour.