MDGP 2018 R2 Feature of the Day: Email Customer Statements

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The thirteenth Feature of the Day is Email Customer Statements.

This Feature of the Day is all about convenience of sending customer statements. In Dynamics GP 2018 R2 users can email customer statements directly from a button on the action pane in the Customer Maintenance window (Sales area page » Cards » Customer). This new E-mail option will automatically send the statement to the email address setup for the customer:

This feature builds on the Single Customer Statement new feature from Dynamics GP 2018 RTM; the original feature of the day post from Microsoft said “print”, but the linked PowerPoint dsaid “email”.

I believed the email part and when I got hands on with the feature was disappointed to find it was only a print.

I’m assuming this feature for 2018 R2 is in response to my, and others, feedback on the print option. I’m very happy to see this has been expanded to an email option now as this will make this feature usable to quite a few of my clients.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

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