As a small company the option of printing or emailing statments is a very valuable tool. However, after emailing the customers who provide you with an email address it would be considerably easier if the same customers did not then appear as an option on the "to be printed" Statement list. Currently you have to rely on your memory as to whom you have emailed. So my idea would be to have a default option as to "email or print statements".
"Statements - emailing or printing option"
I would strongly support something being done to remove Statements from the Email or Print list once they have been printed or emailed in the same way Invioces are removed.
Depending on the Days Overdue I send a different covering email message with each Statement. At the present time I need to rely on my memory to ensure all Statements have been sent with the appropriate message.
Very time consuming and not an effective way of handling the distribution of Statements each month end.
We are trying to move toward sending all our invoices and statements via email where we can. This works great for the invoices because the invoices that I have set the card to 'Send invoices by email" only show up on the "email" tab in "send invoices" and the invoices to print only show up on the "print" tab.
This is not the case for the Statements. ALL statements to be sent show up under both tabs. There is no option on the card to "send statement by email".
When sending statements, on the email tab, you can see all the clients you have email addresses for so that works, however when you go back to the print tab, no email addresses show so how on earth are you supposed to know which clients you have already emailed statements to as the entire list of statements shows on both screens.
I'm surprised this hasn't been addressed yet with so many businesses moving toward emailing rather than printing. We have version 19.5 and were excited to learn there is a later version however I'm told this problem that we have has not been addressed in the latest version.
Hi TrishAllied
It has been addressed in the following list of "new ideas' needing the same thing as you do:-
Suggest that you review each, add your comments and vote for each one that appeals to you. I have voted for each of the above nominated ideas. 30 other users have voted for the same thing as what you have suggested but unfortunately that total vote is spread over 3 practically identical "new ideas".
As an alternative for now, print the outstanding debtors report before your statements are finalised. And next to each one place an E=emailed or a P=posted... not ideal but will help :)
I agree with Tazinx these three ideas are basicly ALL trying to achieve the same result IE to have the Statements treated in the same way Invoices are handled.
This is a major headache at the end of each month & MYOB should be trying to make our lives easier not harder!!!!!!!
I totally agree with Jacqui. Frustrating beyond belief - I have over 200 account customers and to have to sit there and go through each one to work out who gets a statement emailed and who doesn't, then have to do the same on the print side is just ridiculous. When signing up for yearly subsciption and updates, I said I would only do it if this was a feature - to which I was told adamanlty - yes yes, we are very good at this now....yeah right. You have it for invoices - do it for statements - PLEASE
We are another of those not-so-small businesses who would benefit GREATLY from emailed statements. We know how annoying it is to receive emailed invoices from our suppliers, but printed statements - and we dont want to be the same nuisance to our customers. We want to treat our customers to the professional service they need, and that we promote.
By accepting to email invoices and statements to them, and only doing invoices because the system 'cant' do statements, is rather embarassing and seems as though we arent doing the best for them.
I totally agree with snuffle ...
CANT WAIT FOR THE DAY FOR THIS TO BE A WHOLE LOT EASIER FOR US ALL
... do your stuff MYOB!:smileywink:
Re slam_dunc's comment, and with apologies to British PM Harold" McMillan "The winds of change are blowing across Africa - [ahem] online accounting software".
Have a look at some of MYOB's transaction add-ons, such as invitBox, ShoeBoxed and ReceiptBank.
Also check the Credit Management add-ons centre.
If you use MYOB Essentials, check the new SmartBills module added just last week, to easily import supplier invoices - and it's free to Essentials subscrbers !
Expect big changes from MYOB in this area in the next year !
All the debtors come up on statements to be printed and statements to be emailed
This involes ticking all the customers with email addresses to email the statements
then witing down all the clents without email addresses and going into the to be printed screen and ticking them
the system already has provision to sort them in the card list
the link just needs to be crested in the back ground or whatever you programmers call it.............
to only show the customers that need to be emailed on one screen and printed on the other
Thanks
We have mixed customers when it comes to emailing invoices, statements etc. Some want them emailed but then others prefer it to be posted.
It would be great if there was an option on their card that you could tick if they prefer email. So when you generate their statement they would fall under the email heading and only the customers that want them posted would show up under the print category.
Hi Leanne, leanne-pirie
Welcome to the MYOB Community Forum.
This is a popular "new idea" and one which already exists on this link Statements - emailing or printing option; it was suggested on 4/3/2014 by user Jackie_Welsh
It presently has 33 votes (including mine) and is presently "Under consideration".
Please show your support for it by copying your comments and pasting them into that "new idea" then vote for it by clicking the "+ Vote" icon. The more votes it gets the greater the chance it will be selected for implementation.
Thank you.
All done now
Thank you Leanne :cathappy:
We have mixed customers when it comes to emailing invoices, statements etc. Some want them emailed but then others prefer it to be posted.
It would be great if there was an option on their card that you could tick if they prefer email. So when you generate their statement they would fall under the email heading and only the customers that want them posted would show up under the print category.
Hi leanne-pirie
Thank you for voting for this idea and your feedback. I have shared your feedback with the team.
I find the identifiers tool very user unfriendly and wouldn't use this because it isn't straight forward for someone who doesn't use the program very often (part timers etc who sometimes set up card files), I still struggle with its overall purpose?? I support the need as suggested in the original comments.
