Workaround · Reporting & analytics · Blocks work
No customer statements, so data is exported to Excel
1 source thread · first seen 2018-06
Summary
The user cannot send per-customer statements from ERPNext and exports data to a spreadsheet to build them, a long-requested feature.
- Affects
- accounts receivable teams
- Workaround
- Export data and build per-customer statements in Excel
- Switched to or considered
- Excel
Evidence
Excerpts are copied word for word from the source; follow the link to read it in full.
“we currently export data from ERPNext and import to Excell to create statement per customer per tab”