Name of Feature/Request: Capability to Copy Monthly Statement Templates
What financial, time savings, or quality of life improvements will occur from this: Ability to Copy Monthly Statement Templates | Frequency: Monthly - When customer is sending the monthly statement
Attempted Solutions So Far: None- It needs to be recreated
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: This task was created from email: https://mail.google.com/mail?extsrc=sync&client=docs&plid=ACUX6DNulmuPsZ_4WCqDCZmZFtN8hKvlfcauwVE
Hi Krishy,
Happy Friday!
I bought a folder/inserter machine and I need to redo the statement and invoice formats. I noticed that I can COPY of the invoice formats but I can’t copy statement formats.
Can you make a request for the copy function for statements.
Thanks, Russ | Previously accomplished: The customer recreated the monthly statements according to the company requirements
StrivenID: 4445308