I'm trying to setup the A/R aging invoice report to be sent to customers via email. I setup report in report maintenance and electronic delivery maintenance .. however when I go into the customer to select it for emailing the report doesn't show..
you can send an Accounts Receivable Statement, but reports can not be sent via Paperless Office in that manner.
Yes, and I believe you have to enable electronic delivery for Statements before you are able to create related Paperless settings for Customers.
Thank you much... I'm not an number guy but what are the A/R Statements I don't see these under the A/R module??
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Thank You!!!
Thank you for replying if that is the case then what is the purpose of the Report Maintenance and Viewer... I did review a training video on Sage U in regards to paperless office however it didn't explain this.. If you dont know that is totally fine I will do more research but Thanks again for your help.
Reports like an AR Trial Balance or an AR Aged Invoice Report, are financial reports and are for internal reconciliation of your general ledger to the subsidiary Accounts Receivable Module. Documents like Sales Order Acknowledgements, Invoices and Statements can be set up to electronically deliver to your customers. Documents like a Purchase Order, can be electronically delivered to your Vendors.
*Community Hub is the new name for Sage City