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AR Statements? (6 replies and 1 comment)

davidgelula
4 years ago
davidgelula 4 years ago

I found an old post from Zev where you let him know we couldn't create AR Statements using IMan. Is this still the case?

Support
4 years ago
Support 4 years ago

Presently, this is still the case.

However, we are adding this (for our own internal use), so this will be included in the next product update.

If you can wait a week or two for this.

Thanks

davidgelula
4 years ago

Thanks. I'll have to see what the client's timing is. I also have to get them to upgrade to v4.1 so that factors in as well. Fantastic that you are adding this feature though!

davidgelula
4 years ago
davidgelula 4 years ago

James - I think we are okay to wait for the week or two; let me know how this is proceeding please.

Support
4 years ago
Support 4 years ago

Mid to next week (22, 23, 24 Jan) released as part of v4.1 Product Update 5.

Support
4 years ago
Support 4 years ago

David, what criteria/parameters does your customer require?

We have so far the following:

  • Customer
  • Run Date
  • Cut Off Date
  • Age By (Doc Date/Due Date)
  • Sort Documents By
  • Dunning Messages

Thanks

Support
4 years ago
Support 4 years ago

We bulked out the field list to include most of the options on the A/R Statement Screen.

The statement will be generated one customer at a time, so there aren't any facility to generate a range of statements.

https://www.realisable.co.uk/wp-content/uploads/2020/01/ARStatementFieldList.png
davidgelula
4 years ago
davidgelula 4 years ago

I think this list looks great. And doing one at a time will greatly reduce the possible problem with the statement generation failing and causing a bunch of required reprints.

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

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Ph: +44 (0) 208 123 1017

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

Close