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Customer Statements

In version v17.04 a new variation of the SSRS report template was introduced.
  • BMS-CustStmtTemplate-SQL2016.rdl (default)
  • BMS-CustStmtTemplate-SQL2016-B.rdl
 The difference between the two reports is the way the time buckets have been defined. In version “-B” the first Time-bucket is defined as “Current”
 
 
 

Adding a timestamp to record when a statement is sent to a customer

Using an auxiliary field called "TempEmailSentTimeStamp" in combination with the Post-Processor  a timestamp can be recorded into the database every time a statement is sent to a customer. The TempEmailSentTimeStamp field is hidden by default, however it can be made visible and used with the Post-Processor and/or Logic Extender. Contact BMS365 for additional details.
 
Note: in version v23.9.x a timestamp is automatically added to the Customer Statements and Dinning Letters