Home – New Forums Money matters Automate statements and following up accounts with old MYOB?

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  • #988009
    bluepenguin
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    Hey all,

    I was wondering if anyone knows of a way to automate emailing out account statements at regular intervals without me having to think about it.

    My problem is that I do all of my accounting through a slightly older version of MYOB, and for various reasons, I’d like to keep using it if possible… So I guess I’m looking for something standalone, or a plugin, or something…

    Does anyone know of anything I could use?

    #1165242
    FalzonFinancial
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    Hi Steve,

    It would be difficult to find a desktop solution or add on for automated statements as automation is shifting to the cloud.

    I would suggest trialling SASSU for automated statements and a decent amount of bank data for only $20 per month or having a look at Debtor Daddy to be integrated with Xero.

    Is there a particular reason you are sticking with the old version of MYOB?

    Are you referring to the invoice or the statement to be sent to the client?

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