Answers/SchemeServe Feature Requests
PlannedDoneNot planned
Generate agent/broker account statements in batch
Adam Bishop
suggested this on May 21, 2010 11:11
Facility to generate statements for all agents who are not paid up to date, and to optionally e-mail them to agents.
Comments
This will save us hors on our statement runs.
This will help save time and money
Any progress on this one?
Hi Mark,
Unfortunately nothing to report at this time. Although this is a planned feature it's not gone into development yet.
Best wishes,
Adam
No nothing yet. I imagine it will be some time before we can investigate this further but we'll keep you updated.
This would be most helpful for our already overworked accounts dept
John Levett has had a related idea which is very interesting...
http://support.admnetwork.com/entries/20993762-bulk-mail-merge-for-...
As an interim measure, it would be useful to be able to include payments in reports by inception. This would enable us to see what has been paid and allow us to easier create statements manually for now.
That would be a great fix for now, as our accounts lady has to go through over 300