What's New?

Report Format now available on templates: Specify the format in which the report is attached to the email. The following formats are available: PDF (default and always supported), HMTL, Word, Excel, and XML. Check reports if they are able to save into the format you want before setting it up in Auto Email.

Report options now available: Set options for all reports that are being emailed.
No. Auto Emailed showing how many times a document was auto emailed is now available on posted sales invoice, credit memo, and shipment list and card pages (next to No. Printed).
Purchase quotes supported.
BC24 version.
Menu updates: Modern look.

Support for Both option in Customer Type on Templates: You can now send sales documents to both the bill-to and sell-to customer. You can still select bill-to customer or sell-to customer as usual if needed.

New Auto Email Menu: Get quick access to all parts of the app from one central menu made specifically for Auto Email. Just search "Auto Email Menu"!

New statement options: New BC23 statement to handle open entries or balance is now available. Pick the statement 70163329 "Standard Statement 2" to allow Open Entries or Balance only in the statements and collection notice on Auto Email Templates.

Auto Collect Features:

Effortless Collection: Automate customer collections with Auto Collect, boosting cash flow through predefined, automatic processes tailored to your business.
Streamlined Communication: Enhance cash flow with our app's automated collection notices, directly sending statements and past-due documents to customers.
Integrated Task Management: Keep your cash flow healthy with Auto Collect's integration with Business Central and Outlook, ensuring timely follow-up on past-due accounts.
Persistent Follow-Ups: Secure your cash flow with Auto Collect's relentless follow-ups, prioritizing your receivables.
Team Collaboration: Foster a collaborative environment for maximizing cash flow, whether you have an individual agent or a team, with Auto Collect's shared follow-up management features.
Average Days to Collect Calculation: Implement data-driven insights with Auto Collect to calculate the average days to collect for your customers, providing a strategic approach to optimizing your accounts receivable processes.
Enhanced Account Manager Communication: Provide clarity and transparency to Account Managers with automated notifications regarding the status of their customers' accounts on hold reducing misunderstandings.

Merge fields can now be formatted.
Supports modern menu structure.
E-Mail Ship-To address now supports sales orders, return orders, quotes, shipments, and sales order status.
Fixes.

New document type: Sales Order Status will allow you to email status reports and anything that is related to customers.
Fixes.

Fixed issue with merge fields from unrelated tables showing in some cases.
Fixed issue where Account No. was not showing in auto email log for collections and short-paid invoices.
New feature to allow specialty emails to be sent on demand.
Emails for sales shipments can ow also be sent to email addresses on the Ship-To Address.
Fixed issue where automatic posting would miss emailing the shipment if a sales order was posting invoice and shipment and both were supposed to be emailed.
Added Assisted setup to set up Auto Email.
Added feature to include rendering of HTML report inside the body text of the email.
It's now possible to only email when a document is released for the first time.

You can now define merge fields for email templates from the source table and many related tables including Company Information.
Misc. fixes.

Added multiple statement schedules to allow customer statements to be sent several times automatically monthly if needed.
Attach G/L account attachments automatically.
Added an option on email templates to delete emails before a specific period.
Improved error handling for emails logged with an error status.
Process one entry in the email log at a time.
Minor changes to lookups etc.