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To send a customer statement currently, users have to update the document layout for each customer (can update in bulk, but it doesn't pull from the default statement report), and send the statement by going to the customer card > Reports > Statement.
Emailing statements does not work at all when you go directly to the Customer Statements report, even though it is the same option/filters as going to Customer > Reports > Statement.
I believe the statements should be sent out similarly to the invoices, where you can just go to the statement and have it pull from the document sending profile. At the very least, navigating directly to the customer statement and saying "email" should work. Telling the client that it only works when you navigate to this screen a certain way is confusing.
Emailing statements does not work at all when you go directly to the Customer Statements report, even though it is the same option/filters as going to Customer > Reports > Statement.
I believe the statements should be sent out similarly to the invoices, where you can just go to the statement and have it pull from the document sending profile. At the very least, navigating directly to the customer statement and saying "email" should work. Telling the client that it only works when you navigate to this screen a certain way is confusing.
STATUS DETAILS
Needs Votes

Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team