Add a new idea Subscribe
Status New idea
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Nov 30, 2017

RELATED IDEAS

Customer Statements Efficiency / Batch creation

Make the process of creating customer statements more efficient.  Right now its time consuming if you have lots to do.  Tick them one at a time, then create statements, then go into each customer one at a time and click email.  It's a long winded process.

  • Attach files
  • Guest
    Reply
    |     Jan 2, 2020

    It is also time wasting in that on sending one email, you are returned to the top of the list.

    Fix soon PLEASE.

    Surely a tick box on each statement, like in payroll, should not be that hard to implement.

    Hopefully we all have more customers than employees!

4 MERGED

Bulk Statements

Merged
When creating statements, we currently have to create them one at a time to email them. Would be good if at end of month (or whenever) we could do this as a bulk action.
almost 6 years ago in Reckon One / Basics (core) 0 New idea
4 MERGED

Bulk Emails of Invoices and Statements

Merged
When one has more than 20 customers, it is quite frustrating having to click on each one individually and then "send email"
about 5 years ago in Reckon One / Invoices & Bills 0 New idea
3 MERGED

Customer Statement Screen Operations for Emailing

Merged
There needs to be a change (possibly 2 changes) to the “Customer Statement” screen. It either needs a click box to select the line to send email (possibly the easiest to set up), so that you can send all the statements in one hit. (The Pay Runs s...
about 5 years ago in Reckon One / Invoices & Bills 1 New idea
1 MERGED

Bulk email Customer Statements

Merged
Crazy having to send these individually we use 7 day terms and send statements out each week. Very time consuming
almost 4 years ago in Reckon One / Invoices & Bills 1 New idea