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AgExpert Accounting Ideas
Status Planned
Categories Reports
Created by Guest
Created on Nov 27, 2024

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.

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4 MERGED

Batch Statements and Invoice Printing - Customers

Merged
This was a feature available in Agexpert Analyst. There was a check box beside the customer names and you could check the customers that you wanted to print statemens or invoices for. Instead of having to generate and print each one off individually.
almost 2 years ago in  1 Planned