Monthly Statement Confirmations

I wasn't quite sure what category to place this question in, so I hope this placement is okay.

We are utilizing Sage 100 Premium 2016 (Version 5.30.2.0).

When processing monthly statements is there any way to do the following?

* Verify that the total number of statements being processed matches the total number of accounts that should be receiving statements with outstanding invoices on them.

* Confirm the total number of statements being processed (for printing and (emailing).

* Confirm the total number of statements printed.

* Confirm the total number of statements emailed.

* Confirm that the total number of statements both printed and emailed match the total number of statements generated.

Thank you for your time and hopefully any recommendations/suggestions you can offer.

I also do not know which Category and Subcategory are best for this subject matter and hope that what I have selected will yield results.

  • 0

    If you have something like KnowlegeSync, you can email yourself a list of the customers that should get statements and a total count of those.

    I believe you could also see this information in Business Insights Explorer by using the customer view and parameters based on who should get a statement (customers with balances over 30 days, etc.)

    When you email, after it gets done emailing, it does tell you how many emails were sent.

    As far as printing -- hopefully you're getting mostly email addresses and hardly any will get printed such that you could just manually count them.

  • 0 in reply to Sage100User

    Thank you, unfortunately not using KnowledgeSync or Business Insights Explorer.  Sage is supposed to provide a number of emails that were sent, but that is only part of the issue and I haven't seen that number the last couple of times.

  • 0 in reply to Dan Hiatt

    You should have Business Insights Explorer, it's under the "Accounts Receivable" --> "Explore" menu.

    (Unless you're on a really, really old version?)