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Status New idea
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Mar 4, 2019
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RKN1-I-242 Customer Statements Efficiency / Batch creation.

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 screen does this but a bit differently).

But failing that, it REALLY NEEDS that when you do select a statement and send the email, you need to return where you left, not the top of the list again. This is REALLY ANNOYING! Most of the other screens do this but not the Customer Statement screen.