Hi,
On Tue, Jun 21, 2016 at 4:27 AM, David G <lsmb...@sbts.com.au> wrote:
> Hi Julien,
>
>
> On 17/06/16 06:38, Julien Lamarche wrote:
>
> Hello,
>
> Is there a way to email account statements on a monthly basis to the
> account holder?
>
> There is certainly the capability to send emails from LedgerSMB,
> I've just had a quick look, and I don't think 1.4 can directly email a
> statement unfortunately.
>
Did you look at AR > Reports > AR Aging ; then select a customer, PDF
format and 'E-mail' output? When you click on "Generate", the next page
shows a dialog to send the e-mail.
If you want to automate sending the e-mail, you fill out the form, check
which values are being submitted to the server and how and generate through
cURL similar requests to automate sending of statements.
You can however use AR=>Search to select a specific customer and enable
> display of Subtotals (checkbox)
> This provides a list of invoices and amounts.
> You can then generate a PDF from this (link at the bottom of the list) and
> email it manually.
>
Yea. That's another option.
> Once we release version 1.5 it should be possible to email a statement
> directly from either this screen or a separate report under
> AR=>Reports
>
If we mean the same thing by "Statement", then it's already possible with
1.4 ! :-)
Regards,
Erik.
> I browsed & searched in the manual & FAQ. I couldn't find a mention of
> such a feature.
>
> Happy to fork the project and attempt to implement the feature if it
> isn't.
>
> No Need to fork, this is something I believe should be part of the core
> project, and I will make sure it's available for V1.5
>
> Alternatively, if there's a way to authenticate from the command line
> (lynx, curl), I suppose I could use wkhtmltopdf and bash .
>
> In theory it's possible to use curl to authenticate and access the results
> of a search, then generate the required PDF.
> No wkhtmltopdf needed.
> Something like this should work.
>
> #!/bin/bash
>
> CustomerName="${1:-abba}";
> UserName='autoReportingUser';
> CompanyName='YourCompany';
> URL='http://ledgersmb.local:8080';
> #Format='CSV';
> #Format='PDF';
> Format='';
> Extn=${Format:-html};
> Extn=${Extn,,};
> OPT='action=invoice_search&'
> OPT+='entity_class=2&'
> OPT+='account_id=&'
> OPT+='entity_name=$CustomerName&"
> OPT+='meta_number=&'
> OPT+='person_id=&'
> OPT+='bc_count=&'
> OPT+='taxable=&'
> OPT+='tax_account_id=&'
> OPT+='invnumber=&'
> OPT+='ordnumber=&'
> OPT+='ponumber=&'
> OPT+='partnumber=&'
> OPT+='source=&'
> OPT+='description=&'
> OPT+='notes=&'
> OPT+='ship_via=&'
> OPT+='from_date=&'
> OPT+='to_date=&'
> OPT+='from_month=&'
> OPT+='from_year=&'
> OPT+='interval=none&'
> OPT+='on_hold=on&'
> OPT+='open=1&'
> OPT+='col_invnumber=1&'
> OPT+='col_transdate=1&'
> OPT+='col_entity_name=1&'
> OPT+='col_netamount=1&'
> OPT+='col_amount=1&'
> OPT+='col_last_payment=1&'
> OPT+='col_paid=1&'
> OPT+='col_duedate=1&'
> OPT+='col_due=1&'
> OPT+='subtotal=1&'
> OPT+='col_running_number=&'
> OPT+='col_id=&'
> OPT+='col_ordnumber=&'
> OPT+='col_ponumber=&'
> OPT+='col_business_units=&'
> OPT+='col_salesperson=&'
> OPT+='col_manager=&'
> OPT+='col_tax=&'
> OPT+='col_curr=&'
> OPT+='col_notes=&'
> OPT+='col_till=&'
> OPT+='col_shipping_point=&'
> OPT+='col_ship_via=&'
> OPT+="company=$CompanyName"
>
> echo -n > "/tmp/$CustomerName.$Extn" # truncate the output file so we
> don't end up with stale results
> curl --silent --user $UserName -o "/tmp/$CustomerName.html" "$URL/
> invoice.pl?$OPT"
>
>
> Save it as eg: GetStatement.sh
> Run it as
>
> GetStatement.sh Foo
>
> where Foo is the customer name
> The result will be placed in
>
> - Format='' "/tmp/$CustomerName.html"
> - Format='PDF' "/tmp/$CustomerName.pdf"
> - Format='CSV' "/tmp/$CustomerName.csv"
>
>
> Changing which "Format=" line is used will switch between HTML, PDF, CSV
> output formats
>
> We are a worker's cooperative in Gatineau, Quebec using the software to
> track membership payments. I have not used the software directly myself
> yet as I don't manage the accounts.
>
> Thank you & have a good weekend,
>
> Julien Lamarche
>
>
>
> Regards
> David G
>
>
>
> ------------------------------------------------------------------------------
> Attend Shape: An AT&T Tech Expo July 15-16. Meet us at AT&T Park in San
> Francisco, CA to explore cutting-edge tech and listen to tech luminaries
> present their vision of the future. This family event has something for
> everyone, including kids. Get more information and register today.
> http://sdm.link/attshape
> _______________________________________________
> Ledger-smb-users mailing list
> Ledger-smb-users@lists.sourceforge.net
> https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
>
>
--
Bye,
Erik.
http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.
------------------------------------------------------------------------------
Attend Shape: An AT&T Tech Expo July 15-16. Meet us at AT&T Park in San
Francisco, CA to explore cutting-edge tech and listen to tech luminaries
present their vision of the future. This family event has something for
everyone, including kids. Get more information and register today.
http://sdm.link/attshape
_______________________________________________
Ledger-smb-users mailing list
Ledger-smb-users@lists.sourceforge.net
https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
