Printing out statements for all clients in a batch
Unless I am mistaken or I have fiddled with a setting I shouldn't have it doesn't seem possible to print all of my end of month statements in one go.
With Transactor 6 if the customer id was left blank all of the end of month statements would be printed. If it is left blank now a message comes up saying "nothing to report". This means that each and every client has to be brought up onto the form individually to print each statement on its own!! This is obviously very time consuming unless I have missed somthing :)
Thank you
ps other than these points I think Transactor 7 is a great imporvement on what was already a great product!!
Malcolm
shared this idea
hi Malcolm,
The multiple printing of reports/statements etc is now taken care of with the Batch Report Manager. (Report distribution manager below v7.04). From the Customer menu, choose Batch Report Manager. Try to follow the steps in turn. 1.Select Customers 2.Run Reports 3.Send
You can ‘send’ these reports to Printer, PDF files to a folder, or to EMAIL to customer’s email or a copy all to yourself.
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anonymous
commented
Way too convoluted in T7. too many steps to try and remember and efficiency is king if you're like me working on your own with nobody to do admin. T6 was so simple for me but because I run 64 bit windows it was way too slow printing things (that much is great in T7)