Generate agent/broker account statements in batch

Completed

Adam Bishop

21 May 2010 10:11

Facility to generate statements for all agents who are not paid up to date, and to optionally e-mail them to agents.

Comments

12 comments

Official comment

John Price 13 April 2017 08:37

We now have Agent Statement functionality. See Admin, Settings, Agent Statements

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Mark Williams 28 October 2010 15:09

This will save us hors on our statement runs.

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Jon Collis 23 March 2011 16:43

This will help save time and money

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Mark Williams 21 July 2011 21:14

Any progress on this one?

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Adam Bishop 22 July 2011 08:50

Hi Mark,

Unfortunately nothing to report at this time. Although this is a planned feature it's not gone into development yet.

Best wishes,

Adam

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Mark Williams 29 July 2011 06:52

Adam, do you have any idea when this will be looked at?

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Adam Bishop 29 July 2011 09:44

No nothing yet. I imagine it will be some time before we can investigate this further but we'll keep you updated.

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Mark Gilbert 03 February 2012 14:55

This would be most helpful for our already overworked accounts dept

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Adam Bishop 14 February 2012 11:36

John Levett has had a related idea which is very interesting...

http://support.admnetwork.com/entries/20993762-bulk-mail-merge-for-documents

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Mark Williams 14 February 2012 13:01

As an interim measure, it would be useful to be able to include payments in reports by inception. This would enable us to see what has been paid and allow us to easier create statements manually for now.

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Permanently deleted user 14 February 2012 13:33

That would be a great fix for now, as our accounts lady has to go through over 300

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Mark Williams 30 August 2013 11:59

I believe there has been quite a lot of progress on this but I would appreciate an update from ADM if possible.

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