Settings and activity
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296 votes
Jared Robinson
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298 votes
An error occurred while saving the comment Jared Robinson
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An error occurred while saving the comment Jared Robinson
commented
Agreed with everyone below...voting again. This is one of the main basic functions of accounting software, connecting the right information to the right people with minimal input.
An error occurred while saving the comment Jared Robinson
commented
Looking to send an invoice to regular customer accounts department and project managers with additional job files attached, but once the initial invoice is sent it will only send statements and invoice reminders to the primary contact (customer accounts in this instance).
Currently, I have to manually send reminders so that I can maintain the various contacts (project managers etc) that require an initial invoice and attachment email but don't need to receive the invoice reminders that are really targeted towards the customer's accounts contact.
A possible solution could be to have all customer contacts be accessible when emailing an invoice so that they can be added to an initial invoice mail out, but the accounts (Primary contact) is the only one permanently linked to the invoice for when a reminder or statement needs to be sent.
Currently the only option is to have all contacts included in emails and then manually remove them from statement mailouts when necessary while manually sending invoice reminders. Or to utilise a separate program to mailout the single invoice and other attachments to the customer project manager.
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8 votesJared Robinson
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39 votesJared Robinson
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20 votesJared Robinson
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From what I can tell it's because our uses for the product are not that important to their bottom line. It's more about ensuring accountants get the necessary ease so they'll keep funnelling more leads to zero while also ensuring that they tie everything as close as possible to government body requirements for data mining.
Essentially we are the product and our needs are at best secondary.