Every year when preparing the financial statements, it is necessary to have the posted balances confirmed by debtors or creditors to confirm the accuracy of the accounting.
The function can also be used to create and directly send an account statement.
The letters themselves can be printed or sent directly from Scopevisio as an e-mail.
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However, this is always a reporting date view. The open items list for a key date with the key date entered there is always the start form. At the bottom of the page you will find the call Prepare balance confirmation.
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You can easily see who you have already emailed using the "Last email sent" column.
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You can also predefine text modules for the e-mail subject and the e-mail text for sending e-mails. Under Organization > Master data > Languages and text modules: Manage text modules, we have prepared texts that you can easily adapt.
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