Has anyone encountered a customer request like this, and is it something Acumatica can support? The customer is asking for all invoices from the statement period to be sent attached along with the AR statement.
Please share your experience.
Answer
Emailing Statements with Associated Documents
Best answer by KushaniPerera88
Hi
Currently Acumatica has no explicit attachment functionality available to attach all invoices from the statement period to the AR statement itself. You may need to explore creating a business event to automate this process
Another option is to customize the logic of the Statement report if the described requirement is critical for a client and using of standard reports isn't suitable.
+3Hi
Currently Acumatica has no explicit attachment functionality available to attach all invoices from the statement period to the AR statement itself. You may need to explore creating a business event to automate this process
Another option is to customize the logic of the Statement report if the described requirement is critical for a client and using of standard reports isn't suitable.
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