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Emailing statements in bulk via AE

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MichelleMDC
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MichelleMDC

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Emailing statements in bulk via AE

We are trying to move from printing bulk debtors statements to emailing. I've watched the 'Emailing Debtor Statements' video but the statement information isn't coming aross when I do the mail merge. Can anyone help with what i'm missing? Thanks.

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Experienced User Jacksen
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Jacksen
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Re: Emailing statements in bulk via AE

Hi Michelle,

 

Make sure you are doing a 'New search from reports...' and selecting the debtors report.

This is a drop down next to the 'Search' button.

 

Goodluck.

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MichelleMDC
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MichelleMDC

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Re: Emailing statements in bulk via AE

I am doing this but the information isn't coming across, any other ideas?

Experienced User Jacksen
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Jacksen
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Re: Emailing statements in bulk via AE

Sorry, this is usually what happens when we forget to search using the report.

 

Unless the report is set up incorrectly, I don't know what else it might be.

 

What video/guide were you looking at?

 

MYOB Staff Post kyla
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kyla
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Re: Emailing statements in bulk via AE

Hi @MichelleMDC

 

You will need to ensure that you have saved & customised the appropriate template from either KB 38402 below if using Practice Manager only or a template from KB 38403 if using Document Manager and followed the steps in the on-line help link which is contained in both of these articles which shows the process of saving & editing the template as well as the steps for emailing the statements.  

 

Where you were previously running your statements from Reports > Debtors > Debtor Statement, you would need to save and customise one of the Debtor Statement templates so that the data in the template marries up with the data that is presented in the report you used to run when physically printing the statement.  

 

Where you were previously running your statements from Reports > Debtors > Debtor Statement Balance Forward, you would need to save and customise one of the Debtor Statement Balance Forward templates.

 

Emailing Debtor Statements using Practice Manager 
http://help.myob.com/wiki/x/zh6EAQ

 

Emailing Debtor Statements using Document Manager

http://help.myob.com/wiki/x/jx2EAQ

 

I hope that helps but if you still have an issue with generating the statements, please contact Support on 1300 555 666 and select options 2,2,2,4 and an analyst will be able to review the process with you.

 

 

 


cheers,

Kym
Practice Solutions Client Services Analyst
MYOB Australia Pty Ltd
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