statements done in groups or individually

[zonkolooney]

Hi there.

I received some very valuable help in the past and was hoping somebody might help me sort a niggly problem with me emailing statements to customers. I am hoping that it may just be a simple setting that I am not aware of.

With your help I have developed my statements to what I consider a very clear and successful layout.

The one problem I am having is where I try do do the statements as a group it simply concatenates all the statements onto one email. Is there a way to send individual statements to their respective saved emails or do I need to keep doing them individually.

SORRY - I should have included the following details - Sage Version is 15.01.20.0191 Accounts Professional 2009

Thanks in advance
Peter

[brucedenney]

It is a setting in the report in the email settings.

emailsetup1.3[1].JPG

Change email should contain from "Entire Report" to whichever grouping you want to have it split into, I suspect you want "ACCOUNT_REF"

[zonkolooney]

As always - PURE GENIUS from the maestro!!

Thanks again Bruce

Best wishes for the New Year,
Peter

[anidealtit]

Hi brucedenney, I have a similar problem when sending customer invoices:

I am using Outlook 2010 and Sage 50 Accounts version 23.0.3.140. I have attached a screen grab of my email settings in report designer.

We have a customer account set up called CASH and it is for all COD customers, therefore we don't want all the invoices to be emailed to one email address. I used to click 'email' on a range of invoices and they would be in separate emails in outlook, now they are all combined into one.

Any help would be much appreciated.

Danny.

[brucedenney]

In that case you want to group by each invoice.

The email address will be one that you have stashed in the invoice as there is only one email address on the customer record.