Family Dropdown List in Statements Tab

+2 votes
139 views
asked Dec 29, 2023 in New Feature Requests by SuriHeimfeld
In the statement tab, Can you add an option with a family dropdown list under "filter who gets a statement"

Thank you!

1 Answer

answered Dec 29, 2023 by Admin
selected Jan 18 by Admin
 
Best answer
To print for only one account you can enter the account number.
commented Dec 29, 2023 by SuriHeimfeld
I'm aware, but I don't know the account numbers offhand. So that means opening that persons account, getting the number, then going back to the statements tab and putting it in. It would be simpler if we can do it all in one window
commented Dec 29, 2023 by Admin
Simpler, but slower. No we will not add this. You can also print directly from the account using the menu.
commented Dec 29, 2023 by SuriHeimfeld
Right, but when we do it straight from the account you can't select which charges to show on the statement.

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