Simplified Automatic Distribution of Statements
| Feature | Public preview | General availability |
|---|---|---|
| Simplified automatic distribution of statements |  Sep 19 2024 | Oct 2024 |
Business value
This feature will provide users with a simplified overview of how and to whom statements are sent automatically as well as make the setup process more simple, resulting in easier planning and management of automatic email distribution of these document types.
Feature details
This feature encompasses an overhauled UI and behind-the-scenes functionality.
Statement distribution will still be triggered by settings defining the period that the statement will cover, the status of the included documents (Open, Due, Paid etc.) and how often a statement should be sent.
A calendar will be added to the setup of automatic statement distribution, and it will display when a statement was sent and when upcoming statements will be generated. The historical calendar will help you find log entries from sent statements. With the calendar also comes the option to view what the frequency of sending statements will be with the current setup. Assist functionality to make it easier to specify sending intervals and configure settings is also under development.