AgExpert Accounting Ideas

Ability to batch print statements for clients

I spoke to a customer who sells a lot of products, and who has to send a statements to their clients every month. They have over 30 clients. Presently they need to go to sales > clients > and print statement for each client, export it to desktop (so they can email it after), and then repeat. Very very time consuming. It would be very beneficial and time saving for this customer if they could batch download statements for all their clients at once.

  • Guest
  • Nov 27 2024
  • Planned