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Hi

Am trying to configure automation schedule to prepare and email statements to my client, the statement cycle set up for all the customers in the client system is end of financial period but he wants the system to prepare and email statements by end of month(EOM), is it possible configure the same as per his demands?

 

Regards

Hi @helpdesk37 

 

Please refer to the links below for reference.

 

https://www.greytrix.com/blogs/acumatica/2022/04/19/automate-schedule-in-acumatica/

 

Hope it helps.!

Regards,

Sweta

Hello @helpdesk37 ,

I think you are saying that you have one customer who asks for a statement by calendar month, when your financial periods do not match up to end of month and your current procedure is to process payments by Financial period instead of Calendar month.  Do I understand correctly?

If I understand correctly, the solution is to create a second Statement cycle and assign the new statement cycle only to the one customer who requested statements by calendar month.

EOM statement cycle

Then add a new monthly Automation schedule for the new statement cycle in Prepare Payments.

 

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