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Automated Statements to Customers from T24

  • consultsupun
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2 years 4 months ago #24024 by consultsupun
Automated Statements to Customers from T24 was created by consultsupun
 Hi,
we are a real estate financing company and we're currently using T24:R17 and our module include Lending, Fixed Asset & GL-PL.

Currently we're posting the statements and loan related letters to our customers.

We're looking to automate the process of sending monthly statements, loan payment reminders, loan related letters, etc... by getting information from T24.

What would be a reliable 3rd Party Solution that anyone could recommend?

Best Regards
 

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  • silvergem
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2 years 3 months ago - 2 years 3 months ago #24078 by silvergem
Replied by silvergem on topic Automated Statements to Customers from T24

We're looking to automate the process of sending monthly statements, loan payment reminders, loan related letters, etc... by getting information from T24.

Statements normally genererated by system automaticaly(AA or FT). However the DELIVERY module need to be setup regarding on the mapping of fields ,format and destination (E.g SMS and Email)

Funds Transfer under Delivery Outref field click the i icon
 

AA under Message tab
 

There is delivery delivery setup posted here at forums and in tcsp support. You can file a support ticket for further information
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Last edit: 2 years 3 months ago by silvergem.

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