when emailing statements out to customers there statement is attached to teh email via a PDF
that myob generates,
this file is default saved in the email as 'EStatement' and there is no way to change this,
when will we be able to select a different file name to save this as?????
"Emailing Statement name of PDF file"
the option to change the file name shoud be locatated with field {pdf filename=}
setup > preferences > reports and forms > emails > statements
perhaps with option to include the date in the file name??? possibly a tick box for todays date? eg
company abbreviation/name statement - todays date -
mcvstmt220415.pdf
I belive this is a great idea to have the PDF file name automatically include the Customer Name & Date of Statement. This would also be beneficial with Invoices.
Yes it would be very useful to have date and it should be the supplier's name as suggested by mcv rather than the customer name, as the customer needs to know who it is from.
I would also like the defualt save of the invoice to included clients name beside the invoice number as a default would be nice too
Yes. It must be done so the receiver knows who it is from when they save the file.
Also needed for invoices.
Can it be a custom entry, eg MyCompanyName & Inv & invoice number
I have a number of clients who own multiple buildings and require seperate accounts in the name of the building but invoices and statements all get sent to the same address, so if the statements could show the client name that would be perfect!!
Yes, this would be extremely usefull
