For customers that receive statements by email, this new feature automatically includes an Excel spreadsheet with a customer’s monthly charges, itemized by project, if applicable. The spreadsheet complements the PDF statements that customers already receive, and includes individual sheets (tabs) for:
- Statement Information – store information and statement summary.
- All Transactions – an itemized list of the customer’s transactions organized by project.
Statement Information tab
All Transactions tab
The spreadsheet allows your customers to more easily see and categorize their charges and gives them the ability to work with the data in their statements.
This feature is turned on be default. If you want to exclude these Excel attachments, in Paladin, go to File > Setup > Receivables tab, and select the Disable Emailing Project Workbooks option.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.