Is it possible to get a report (aged accounts receivable) or summary of all outstanding sales invoices past 30 days for e.g. but in an email notification or (such functionality may already be there)
for e.g. we would like to get notified via email
customer 1 invoice #1 amount
Customer #2, invoice #12 amount
Is there such functionality exists (I know we can run the customer ageing reports but can that be automated?
Is it possible using Flow? Appreciate your thoughts and feedback on this
It should be. I don’t know anything about BC, but I know about flow. The way I would do this is create a scheduled flow that executes once a night or week or something. When it runs, it executes a query against the BC connector that pulls out a list of open sales invoices and uses flow to summarize it and transform it into table that gets sent via email. You may need to customized BC to add an endpoint for this data, but it should be possible.
Hi Patrick,
Not sure on Flow, however Scheduler included within Sharperlight natively connects into BC and can schedule email bursts or these reports to particular groups in Microsoft Teams.
We also have aged report mandatory filters within the Query Builder.
Patrick Ann,
You can schedule the Aged AR Report to auto run and populate on the Users Inbox (Role Center) on a scheduled time frame. You can also have this email too, as a scheduled event. On the Aged Accounts Receivable you can click Schedule and schedule the report to email to a User in whatever interval they want. Users can set this up. You can use an APP but this might be overkill right now.
Hope this helps.
Thanks,
Steve