Settings and activity
2 results found
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544 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
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Fiona Purves
supported this idea
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8 votes
Hi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen.
An error occurred while saving the comment Fiona Purves
commented
Can I add my whole hearted support to this request, this would be a great report to have not just on the client side but also as an accountant in practice looking at how best to budget staff time or jobs
Fiona Purves
supported this idea
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Please add this feature. invoice reminders is good but we have high volume low value clients , which could mean 100+ invoice reminders being sent out - when what we need is one statement.