I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming.
I would appreciate for there to be a function to send out the statements automatically (or at the click of one button) at a point in time.
Guest
At the moment in the system you have the option to email statements to all customers, or those selected on the customer screen by using the actions button at the bottom of the screen. This will allow you to send more than one statement at a time. As for setting a time for them to send, this is a great suggestion and we will review this in our next release. KashFlow Product Team
1
Planned
0
Planned
1
Planned
Iris Kashflow, Still waiting for this, when are you going to impliment it? Only over 4 years waiting so far! An update is much appreicated.
Attachments Open full size
4 Years have passed and nothing? KF where are we with this?
Attachments Open full size
Need this feature adding i find it shocking that you dont already have an auto send statement option on month end.
Attachments Open full size
Nothing gets done guys !
Attachments Open full size
Any update on this being implemented?
Attachments Open full size
Nudge.
Attachments Open full size
Sounds like this function is well overdue and I am not the only one frustrated by this!
Attachments Open full size
KF this is over two years old, can you kindly give me an update when this feature is going to be implemented? - We have to email out statements manually each month which is wasting so much time for us. Come on KF please give us some good news here!
Attachments Open full size
yeah this is great option to have
Attachments Open full size
Would agree that the option to automatically send statements on a pre set date would be extremely beneficial as would the option to set only for overdue and only those with outstanding balances as options
Attachments Open full size
-#-#- Please reply above this line -#-#-
Dear Kashflow (Julie Shepherd),
We have received your request and this will be passed to our accounts team so that we can deal with this for you. We are committed to resolving every ticket as soon as physically possible, we encourage you to let us know if you have any additional concerns or questions by replying to this email. You will receive an email when any action has been taken on your ticket.
If your enquiry is urgent please contact us by phone direct on 03333 660077---------------------------------------------------------------
Ticket Details
Ticket #: 12156
Subject: Send customer statements on a set date status has changed to Planned
Department: ACCOUNTS TEAM
Status: Awaiting Accounts
Priority: Medium ---------------------------------------------------------------
Kashflow (Julie Shepherd)
User - 13/07/2018 1:20 PM
Attachments Open full size
-#-#- Please reply above this line -#-#-
Dear Kashflow (Julie Shepherd),
We have received your request and this will be passed to our accounts team so that we can deal with this for you. We are committed to resolving every ticket as soon as physically possible, we encourage you to let us know if you have any additional concerns or questions by replying to this email. You will receive an email when any action has been taken on your ticket.
If your enquiry is urgent please contact us by phone direct on 03333 660077---------------------------------------------------------------
Ticket Details
Ticket #: 11494
Subject: Send customer statements on a set date status has changed to Future Consideration
Department: ACCOUNTS TEAM
Status: Awaiting Accounts
Priority: Medium ---------------------------------------------------------------
Kashflow (Julie Shepherd)
User - 04/07/2018 11:53 AM
Attachments Open full size
KF Where are with implementing automatic statements? This is a much required feature, yet seems to be taking ages. An update please?
Attachments Open full size
We've always invoiced on the last day of the month but we've had to settle for 28th now. Seems like such a basic option & glad it's not just us being finicky! Pity it's taking so long to implement though...
Attachments Open full size
I quite agree. This feature should be available because it will save me a lot of time every month
Attachments Open full size
Brilliant idea guys
Attachments Open full size
I currently waste a lot of time on this
Attachments Open full size
The ability to set the date for an automated sending would be better than just the last date of the month. Also no zero balance statements are required or perhaps only positive balance statements.
Thank you
Ian Ross
Attachments Open full size
Hopefully this is allowed in here, but if you are after this ability sooner rather than later this is something that we would be able to accommodate using the API.
We are a listed KashFlow developer Dijitul more information can be seen here http://www.kashflow.com/developers/find-a-developer/ and here http://dijitul.uk/services/kashflow-integration/
Attachments Open full size
Yes this would save hours of work, the option to choose only accounts with an outstanding balance and/or overdue i.e. more than 30 days from invoice date would be essential
Attachments Open full size