Disable auto emailing of ledger statements for selected c...

30/10/2021 12:09 PM

Disable auto emailing of ledger statements for selected customers

We have a select list of customers. Just about 8 to 10. We want to block the system from auto-emailing ledger statements to them. For all other customers, it should be normal.

Irfan Mustafa Qazi
30/10/2021 12:25 PM

Dear Kowshik

You can enable/disable this function on the ledger level at any time. Please go to accounts >> sub-ledgers >> manage and click on modify the alert list.  In the pop-up screen, you can check/uncheck each ledger. Check status implies that the ledger statement will be sent in PDF format to the customer automatically as per the schedule set in "Auto Email Schedulers" under CRM. 

You have all the selection filters and search options on the selection page to make your work easier.

The above selection will work on the Accounts Receivable Statement as well. The system will automatically email the Accounts Receivable Statements in PDF format only to the customers whose ledgers have been selected in the alert list. 

30/10/2021 12:39 PM

One more add-on is required by any chance from ledger account also manual can we disable.

Labels :

accounts

,

ledger

Irfan Mustafa Qazi
02/11/2021 05:24 PM

Yes, you can manually enable or disable this on the sub-ledger level, even from the ledger. You do not necessarily need to go to the alert list. Under different circumstances, different ways are convenient to perform the same activity.

Whatever way you try to edit the ledger, you will see all options available for the ledger. If you are already inside a ledger, you can click on the manage button and then on the edit button. Alternatively, you can click on the edit button of the respective sub-ledger in the list page. These options (Active in the watch list and Active in the alert list) will show, under properties, only if they are relevant for the sub-ledger. 

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