AR Statements? (6 replies and 1 comment)
Presently, this is still the case.
However, we are adding this (for our own internal use), so this will be included in the next product update.
If you can wait a week or two for this.
Thanks
Thanks. I'll have to see what the client's timing is. I also have to get them to upgrade to v4.1 so that factors in as well. Fantastic that you are adding this feature though!
James - I think we are okay to wait for the week or two; let me know how this is proceeding please.
Mid to next week (22, 23, 24 Jan) released as part of v4.1 Product Update 5.
David, what criteria/parameters does your customer require?
We have so far the following:
- Customer
- Run Date
- Cut Off Date
- Age By (Doc Date/Due Date)
- Sort Documents By
- Dunning Messages
Thanks
We bulked out the field list to include most of the options on the A/R Statement Screen.
The statement will be generated one customer at a time, so there aren't any facility to generate a range of statements.
I think this list looks great. And doing one at a time will greatly reduce the possible problem with the statement generation failing and causing a bunch of required reprints.
I found an old post from Zev where you let him know we couldn't create AR Statements using IMan. Is this still the case?