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  1. Contacts: Statements - Allow to be sent to Contact Groups

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    submitted  ·  105 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    AMW Audit Group commented  · 

    I have just gone through and put all our hundreds of clients into groups thinking this would make sending statements easier and now find it can't be done. How stupid. It takes me days to go through and do this manually.

    Previously I have "tricked" the system entering our client group and number into the Account # section. Now I will have to go back to this method!!! Crazy.

    Being just a "lay person" not in any way an accountant, you'd think there would be a simpler system.