Card #1532 · Sage Business Cloud App Marketplace
Lack of automated scheduling for weekly AR statements
We are unable to find a way to schedule AR statements to be sent to customers automatically on a weekly basis. Unlike other platforms, the current process requires manual execution or the use of external middleware to achieve full automation.
Pain score
0.55/ 1.00 · weighted product of four components
Reach0.50distinct authors (log-normalized)
Recency0.63freshness decay, half-life months
Engagement0.80upvotes + comments, normalized
Monetization0.50willingness-to-pay cues in evidence
§ Evidence — 3 verified quotes
I've been trying to find a way to schedule AR statements to send to customers once a week.
Out of the box Intacct doesn't have that true "set and forget" type scheduler for AR statements that runs weekly and emails customers automatically.
I don't want to have to set a reminder for myself to do it manually each week
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