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KashFlow Ideas

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Send customer statements on a set date

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.

  • ADMIN RESPONSE
    Sep 29, 2022

    We are pleased to let you know that you are now able to automatically schedule customer statements to be sent out on a set date.

    Please refer to our help centre article for more information. Please note you will first need to switch on the new design to access this new feature.

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    • Andy
      Reply
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      Sep 29, 2022

      Sorry. Found where I can turn it off...under Customer details

    • Andy
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      Sep 29, 2022

      Thanks for this. How do you turn off/delete the schedule after one has been set up?

    • NKB
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      Aug 8, 2022

      About time too! - Really KF you need to pull your finger out. Let's face it, your monthly and yearly fees always increase, yet no platform development for years. We have a half cocked UI and a next to useless mobile app, come on, us loyal clients deserve better!

    • Guest
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      Aug 5, 2022

      Great idea

    • George Ross
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      Aug 5, 2022

      YES, get in admin, bravo <3

    • electronic visa Turkey
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      Jan 15, 2022

      great

    • NKB
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      Sep 27, 2021

      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.

    • NKB
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      Aug 6, 2021

      4 Years have passed and nothing? KF where are we with this?

    • Guest
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      Mar 15, 2021

      Need this feature adding i find it shocking that you dont already have an auto send statement option on month end.

    • Neil McD
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      Feb 9, 2021

      Nothing gets done guys !

    • Guest
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      Feb 4, 2021

      Any update on this being implemented?


    • George Ross
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      Jan 1, 2021

      Nudge.

    • Rachel Buckley
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      Jun 29, 2020

      Sounds like this function is well overdue and I am not the only one frustrated by this!

    • NKB
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      Jul 4, 2019

      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! 

    • james brent
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      Oct 22, 2018

      yeah this is great option to have

    • Alan Moore
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      Aug 1, 2018

      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

    • Guest
      Reply
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      Jul 13, 2018

      -#-#- 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

    • Guest
      Reply
      |
      Jul 4, 2018

      -#-#- 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

    • Guest
      Reply
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      Jan 22, 2018

      KF Where are with implementing automatic statements? This is a much required feature, yet seems to be taking ages. An update please? 

    • Guest
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      Jan 12, 2018

      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...

    • Load older comments
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    10 MERGED

    Automated statements

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    Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released
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    Guest about 8 years ago in IRIS KashFlow / Customers 1 Released
    1 MERGED

    Automatically Schedule Sending of Statements to customers

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    Russell Chesler almost 3 years ago in IRIS KashFlow / Customers 1 Released