Name of Feature/Request: Create Date range for Activity/Statement
What financial, time savings, or quality of life improvements will occur from this: Have a Date range for Monthly Statements | Frequency: Once a year for multiple Customers | Customers are requesting a Statement from the customer for the full year. They are requesting it for Tax purposes.
They have to Print/Email each month one at a time to give the customer what they needed.
Attempted Solutions So Far: Export AR transaction into excel but needs additional formatting to include customer name and Header information
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Added by System as Task Type was changed
Request Overview - To be filled out by Striven Team
Result: Moved to Future Features | Previously accomplished: Printing each month individually
StrivenID: 4055367