The e-Reports module for SFM is an add-on solution that automates the distribution of statements from SFM to multiple clients via e-mail or print. The cost- and time-saving functionalities of the module give you the ability to send statements en-mass to all or select groups of clients.
E-mail addresses from your client profiles are picked up automatically by the system, letting you to focus on compiling the statements that are to be sent. The module supports custom mail templates, allowing you to configure messaging that is consistent with your company's requirements.
If you wish to inquire about this module, please e-mail us at sales@shireburn.com.
In the meantime, we invite you to explore the articles linked below that provide insights on how the e-Report module can be used:
The e-Reports module for SFM automates the distribution of several types of statements and documents from SFM to multiple clients via e-mail or print. Many report types in SFM make use of the e-Reports module. You will know that the module is ...
We have enhanced the debtor functionality to assist you with the sending of statements only to those clients with an overdue amount, while you monitor the other balances until they become due. Amounts due are based on the credit dates set on the ...
With the e-Reports module enabled for your SFM system, you will be able to send statements to multiple clients at one time. Clients can be configured to receive their statements via e-mail, print, both, or none. This is done in the Client Maintenance ...
The e-Reports module provides the ability for you to use custom template messages when distributing statements or other documents to clients. This saves you time from composing individual messages when e-mailing clients. You can modify the subject ...
Can I get the current amount of deposits/unallocated payments on accounts in SFM VAT reports? Answer: From version 2.0.10.24 of SFM, you have the option to include the unallocated payments in the VAT report. The option to run a VAT Unallocated ...