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Option to email Customer Statements in Excel format

Charles Noble on 9/10/2020 11:24:19 AM
Some of our customers have asked us to email customer statements in Excel to make it easier to copy data into their systems
Category: Documentation
STATUS DETAILS
Declined
Ideas Administrator

Business Central Team (administrator)

Thank you for your feedback. We are not considering the suggestion at this time due to the following reason: 

You are asking for something that already exists. If you run the Customer Statement report in Business Central, then, in the Report Options field,  choose Excel. 
 
Sincerely, 
Eva Dupont
Content PM, Microsoft 

Comments

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RE: Option to email Customer Statements in Excel format

Ian Knight on 5/17/2023 10:29:33 AM

We would vote for this as in the UK version (saas v21 & v22) there is no option to choose excel.

Many of our customer demand that we send them a statement in an excel format, so we send them an excel version of the Aged Accounts Receivable report.

We would like when generating and emailing the statements to customers that you could select for certain customers that they receive an excel version of their statement rather than a pdf.

Also open items only please.


Category: Documentation