It would be beneficial to add a frequency field to AR Customers in the statements section to automatically send out the AR Statement instead of having to send statements out individually. Addtionally, being able to separate between printed vs e-mailed statement types would allow the feature to function more accordingly based of the"Auto Send" being selected. Attached is an example of field suggestions to be added.
Kylie Willoughby
| Company | B&D Industries, Inc. |
| Job Title / Role | Business Analyst |
| I need it... | Yesterday...Come on already |
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This is such a thankless step, but necessary. It is time consuming so if we can automate this and spend our time doing other tasks, that would be amazing!