Forum Discussion

GASCON's avatar
GASCON
Contributing Cover User
4 years ago

Emailing Statements using email no 2 address

Scenario:

MYOB Account Right v 2022.4

We email our monthly statements using the batch Print/email Statements function.

We have multiple Card files with the same email no 1 and email no 2 addresses.

ie. One customer with multiple sub-branches which each has their own Card file.

ie email no 1 = Invoices@abc.com,  email no 2 = Statements@abc.com.

 

Problem:

When the "Like" Card files (as mentioned above) are listed together on the "MYOB Batch Statement email screen", the problem is when we try to change the 2nd onwards "like" Card File email address No 1 to email address No 2 (statements), the email address on the listed screen does not change.

 

We think this a MYOB Software Bug..

 

4 Replies

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  • CloverQ's avatar
    CloverQ
    Former Staff
    4 years ago

    Hi GASCON 

     

    Sorry for the delayed response.

     

    I just tested with my print/Email Statements > To be emailed list in 2022.4, going from the top of the list to the bottom changing their email address from Email 1 to Email 2 or vice versa. Interestingly the second from top customer is the only one showed problem updating, all contacts further down was able to update as soon as I select a different email. 

     

    As of the second customer from the list, please use the work around of selecting the same email address as it's already listed first (e.g. if it's showing sending to Email 1 of this customer please select Email 1 again from the drop down list) , after that change the selection to the desired Email 2, the email on the listed screen will be updated accordingly, and will pick up any further changes as well.

     

    I hope this helps.

  • GASCON's avatar
    GASCON
    Contributing Cover User
    4 years ago

    Thanks Clover,

    Workaround works Ok, but when your emailing out hundreds of statements with this scenario, it becomes a bit tedious.

    Appreciate it if the MYOB software can be rectified in a MYOB update in the near future.

     

  • CloverQ's avatar
    CloverQ
    Former Staff
    4 years ago

    Hi GASCON 

     

    Thank you for the feedback. Just to clarify, I only needed to use the workaround for the 2nd customer on the emailing list, 3rd,4th,5th.... customers after the 2nd one on the list were updating as intended thus the workaround is not required.

     

    Having said that, I'll be sure to pass on your feedback to the relevant team for future improvement. 

  • JV88's avatar
    JV88
    Contributing Cover User
    4 years ago

    We have the same issue. Workaround helps, but still time comsuming so update would be appreciated. Thanks