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We generally close our invoicing for a month by the second business day of a month and would ideally like to have Acumatica automatically generate the customer statement on the third business day and send them out. 

Not sure the best way to handle this. Seem to be able to set up the automation schedule to email the statements on the third business day, but the statement cycles screen that generates the statement only gives the option of selecting a fixed day of the month. The issue with this is that the 1st of a month can start on a weekend and could result in our statements being generated on the 1st business day of the month while we are still finishing our invoicing for the month. 

 

 

Did you ever get anywhere with this? I am looking to do the exact same thing. Generate and email out Customer Statements once a month

Sadly haven't found a solution yet but would love one.

Hi ​@afranklin were you able to find a solution? Thank you!

Why not have them automatically generate of the 5th or 6th day of the month?  I think that gives you time to complete the prior months billing even if it falls on a Friday or weekend and will still get the statements sent out early in the month.

Why not have them automatically generate of the 5th or 6th day of the month?  I think that gives you time to complete the prior months billing even if it falls on a Friday or weekend and will still get the statements sent out early in the month.

 

That is what we are currently doing as a work around. While it works, it hurts the accountant in me who likes a quick month-end close. We bug our vendors for statements on day 1-2 of the month to close our AP and I hate the fact that some of our customers are only getting a statement on the 5th day of the month. 

 

It would be great if Acumatica offered more options similar to Outlook on their various schedulers to be able to do by business day instead of straight calendar day.

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