Accounts Receivable Client Statements

Kevin Merrell

I am having trouble with AR clients statements and am wondering if there are any changes to help. Firstly, it takes SO LONG to run our statements. We have 150+ clients and it takes about 4+ hours to run these statements. Is there a way to speed this up? I can't tell you how many times I have had to run statements again because Financial Edge timed out and I had to reopen it, and the statements I was running are gone. It's currently 12:46 am and this is my third attempt today to run these statements because they keep disappearing.

Second, is there a way to get rid of the "Summary of fully paid charges" and "Payments and credits"? This literally nets zero and is pointless on the statement. I theorize that this is the reason the statements take so long to run because it's going through 20+ years of data to pull these numbers.

Lastly, is there a way to not have the invoice number and invoice description on two separate lines? It looks so bad and makes the statements confusing to read. I have reached out in the past and was told I had to buy a plug in to fix these problems. I've been working in FE for 7 years and it doesn't seem like there have been any improvements on statements at all. Our clients complain about our statements and I can't really argue.

@Nikki Baldwin @Kevin Brazell

Tara Makas

This has been going on for about a month or so maybe longer for us. It is awful! I have to go to each customer individually and revise the report for each to remove the summary of past payments. It looks like an update occurred and it hasnt been the same since.