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"
It is completely ridiculous that you can't filter statements to see those already sent/emailed or print only those that haven't already been sent. MYOB's "work around" solution is no solution at all!
at present when sending statements every month to my customers (which is around 200 or so) I have to select them all individually as some customers want statements emailed and some want them printed. Repeating same customers every month.
To do this I have to select the 'print' tab and then select EVERY SINGLE CUSTOMER SEPARATELY.
When I have finished printing statements I then have to chose the 'email' tab and start all over again and select EVERY SINGLE CUSTOMER SEPARATELY to email.
It is very time consuming.
I know there is a box at the top which you can 'tick' but it selects ALL the customers which is not what I want to do.
I believe you should be able to select a 'box' in the 'card file' or somewhere in the system and tell the system you want to print or email statement each month without having to select same customers every month individually. You are able to tick a box for invoicing yet there is nothing so simple for statements.
Needs updating a.s.a.p.
I have only become aware of this from my office team and am totally surprised there is no feature to identify those with email addresses in the PRINT/EMAIL STATEMENTS window.
A very simple fix would be to have the EMAIL ADDRESS field visible (not just CUSTOMER and BALANCE) so one can tick only those with email addresses when emailing or those without email addresses when printing.
MYOB, this is seriously a two minute fix that would save many hours of frustration for your customers.
In the sent emails list is it possible to put the company name as well as the email address in the list for sent statements? I have some customers who have different accounts but the email goes t othe same address.
And can we make it so we can print that list out or download it?
I have tosit down and cross reference at the moment. We have different type of customers and I have to use identifiers or catergory to split the email up as we invoice soem monthly and others daily.
