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 extends Auto Email - Released January 2, 2024
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.
E-Mail Ship-To address now supports sales orders, return orders, quotes, shipments, and sales order status.
Version 184.108.40.206 - Released August 2, 2023
New document type: Sales Order Status will allow you to email status reports and anything that is related to customers.
Version 220.127.116.11 - Released May 2, 2023
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.
Version 18.104.22.168 - Released October 6, 2022
You can now define merge fields for email templates from the source table and many related tables including Company Information.
Version 22.214.171.124 - Released July 17, 2022
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.
Version 126.96.36.199 - Released April 25, 2022
BC 20 version.
Added account fields to Email Log.
Statement Document name fix.
Telemetry added to log errors and issues.
Email log errors are sent back to the original sender for information.
Version 188.8.131.52 - Released March 7, 2022
Consolidated emails with all documents in one email per day after a certain time of day. Sales Quotes, Sales Orders, Purchase Orders and Sales Invoices supported.
BC 20 support. SMTP Emails will only work with Email Accounts. SMTP Email Setup no longer supported.
Version 184.108.40.206 - Released February 21, 2022
New document type: Open Sales. It will send a statement with all open sales documents attached. It works like a collection notice but will send all open sales documents (not only past due sales). Can be sent from customer list, card, and ledger.
Multiple auto email company licenses can now be loaded via import.
Version 220.127.116.11 - Released December 2, 2021
Email Address Source on email templates. Determines where the email addresses are coming from. “Master Record Only” refers to that emails are coming from the customer/vendor only. “Document Only” refers to that the email addresses are only coming from the document associated with the template. “Master and Document” refers to the email addresses are coming from both. This field only affects sales orders, sales quotes, sales invoices, sales credit memos, sales shipments, and sales return orders. All other document types should select “Master Only”.
Fixed issue when emailing statements. Balance as-of date was using fixed formula and not using auto email setup statement settings.
Email log is now sorted in descending order.
Minor changes to templates and email address validations.
Version 18.104.22.168 - Released September 16, 2021
Email Address validation before email is sent.
Automatic statement options (balance, past due).
Automatic statement send after certain time of day.