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Monthly AR Customer Statements for AR Open Items (ByD)

We have what would seem to be a very standard type requirement in ByD to send on a monthly basis in bulk customer statements re open items / outstanding balances.

To this end it seems we have the following options:

  1. Standard Receivables Reports (e.g. Accounts Receivable – Open Items); and
  2. Receivables ‘Balance Confirmation Run’

The requirement is to send statements in bulk (i.e. to all customers) via a scheduled run.

No standard option exists to send reports via email in bulk to multiple receivers (i.e. customers). The ‘Balance Confirmation Run’ works for individual (or combined) customer Account balances but has limitations when scheduling monthly as described in following link:

Would be interested to know how other might have addressed the same requirement?

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1 Answer

  • Best Answer
    May 09 at 10:21 AM


    In ByDesign this process is completed using a Balance Confirmation process. If you look in the receivables work center you will see Balance Confirmations and Balance Confirmation Runs.

    This process enables you to create and send account statements via email.(to do this the collaboration settings for each customer must be maintained with an email address)

    see the help



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    • Tx John,

      Seems that using the Balance Confirmation process, post the run you are only able to email one statement at a time per customer. In the scenario that you perform the Balance Confirmation Run for multiple customers, is there a way we can select all individual statements created by the run and send to all customers at one time?