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Customer Statements

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Suggestion_time
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Customer Statements

Hi, Im new to Essentials and cant find out how I review a statement I just emailed (cant see what I just sent), also you can't just bring up statements for the last month can you? i.e you cant choose a period to send customer, say if they ask for a statement for previous month? because when I go to email statement it comes up for all the sales, cant choose a time frame? Am I missing something?

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MYOB Staff Post RienaP
2,000 Posts
MYOB Staff Post
New Zealand
RienaP
MYOB Staff Post

2155Posts

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315Solutions

Re: Customer Statements

Hi @Suggestion_time,

 

First of all, I would like to extend a warm welcome to you on the community forum and I hope you find this helpful.

 

To review a Statement in MYOB Essentials currently, you can "Switch to the new customer statements" (top right-hand corner) which is the Beta version, you can select your customers and click to print and it saves it as a PDF document which you can view. Once you have viewed it you can close the PDF if you do not literally want to print and go back to your file and Email it to your customers.

 

In Essentials, you are only able to print/email Invoice Statements rather than Activity Statements and therefore, you are not able to print/email statements for previous month as it will only show all the invoices that are being owed to date. If you feel this is a very important feature that you would like incorporated in Essentials in future, I would recommend you to submit as an idea. This would also allow other users wanting this function to vote for this idea. Our product developers look at the ranking of these ideas to implement it in the software. 

 

Hope this helps! Let us know how you go! If you have further queries, do not hesitate to bring it on this forum. 


Regards,
Riena
MYOB Training Specialist
Suggestion_time
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Suggestion_time

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Re: Customer Statements

thanks for this, where do you submit your request for a change to essentials?

MYOB Staff Post RienaP
2,000 Posts
MYOB Staff Post
New Zealand
RienaP
MYOB Staff Post

2155Posts

224Kudos

315Solutions

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Re: Customer Statements

Hi @Suggestion_time,

 

Posting an idea is quick and easy! To suggest an idea:

  1. Go to the Idea Exchange board of the relevant product (e.g. AccountRight Idea Exchange)
  2. Click on Suggest an idea
  3. Enter in a subject heading and a brief description of your suggestion. For clarity, you can add relevant links and images, or format the text using the toolbar.
  4. Enter in any relevant labels and tags
  5. Click on Post

Also to get more information please click the Help page to get more information. 


Regards,
Riena
MYOB Training Specialist
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