• Home /
• VSTA-I-2883 /
• New Suggestion

30 Vote

Add Frequency Field for Automatic AR Statement Delivery function

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.

Auto Send State...

Attachments Open full size

• Kylie Willoughby
• Jan 21 2022

Vista Apps / AR - Accounts Receivables

Company	B&D Industries, Inc.
Job Title / Role	Business Analyst
I need it...	Yesterday...Come on already

• Comments (1)
• Votes (30)

• Attach files

  Enter a subject
• 
  Guest commented

  January 28, 2022 02:43

  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!

  Attachments Open full size

• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 

Log in / Sign up

Identify yourself with your email address

Email address

Subscribe

You won't be notified about changes to this idea.

Related Suggestion

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.