Looking at past conversations, it seems this is something that pops up from time-to-time.
i.e. Having the ability to customise the info being shown on client statements.
In my case the client is asking for old statements, to be provided for specific date ranges.
Trouble is the client is querying why the statements all look the same, and to them it looks like I’ve simply sent them 2 copies of the same.
i.e. The 1-31 July statement looks exactly like 1 -to- 31 August.
It would help if we could adjust the info being shown on statements.
i.e. Have it include the date range it was generated for.
As statements are designed to always show outstanding items, it would not make sense to display a date range on the statement.
You can add text in a global notes box which would show on all statements, if you send a monthly statement out for example you could update this each month “June Statement”, July Statement etc.
You can access the notes by going to Account Settings >> Design Customisation >> Client Statement Customisation
I understand it’s not really the intended purpose of a statement … however it is clear my clients (and others) have a need to view a historic snapshot of their account, i.e. as things were on a given day.
Other than editing the template (Statement Customisation), is there no other way of doing this, i.e. something we’re able to generate and send to clients?
ps. For us there is no need to generate month statements, and we’ll therefore never really have a nice set of statements in chronological order. But on the odd occasion when they do ask, we’re forced to generate and then edit them one-by-one.
