As a Sage 200 Evolution client I would like the date included in the attached statement file name and subject line to be report date from the Options tab "To Date" when the option Exclude Paid Up Invoices is checked.

As a Sage 200 Evolution client I would like the date included in the attached statement file name and subject line to be report date from the Options tab "To Date" when the option Exclude Paid Up Invoices is checked.

We always tick checkbox "Exclude Paid Up Invoice" when sending out statements direct from Sage Evolution. The system uses current system date as the date on attached statement file and subject line. Only when the option "Exclude Paid Up Invoices" is not checked does the system use report date from the "To Date" field.

Describe how you see users benefiting from this feature.

Users will benefit as the date included in the attached statement file name and subject line will be the correct report date and not current system date. For example the client is sending out a statement for end of August 31/08/2023, but the date included on the attached statement file and subject line is today's date 02/11/2023.

By not having this feature what challenges you foresee.

Client's are getting statements with a wrong report date on the subject line and attached statement file.