What's New: Financial Management - Reminder Automation (2024 release wave 1)
Reminder automation in Business Central (2024 release wave 1): batch jobs that create, issue and send reminders on a schedule, plus a new Account Receivables Administrator role center and per-level customer communication in reminder terms. Demoed in a 14-minute walkthrough.
- Introduction and Overview of Financial Management Improvements
- New Account Receivables Administrator Role Center
- Reminder Automation Overview and Configuration
- Creating and Issuing Reminders with Automation
- Filtering and Sending Reminders via Email
- Automation Scheduling Options and Setup Demonstration
- Running Batch Jobs for Reminder Processing
- Email Examples and Level-Based Customization
- Reminder Terms Configuration and Customer Communication Setup
- Summary and Future Improvements
Overview
The video covers the Financial Management improvements in 2024 release wave 1. It starts with the new Account Receivables Administrator role center, which has navigation for posting sales documents, reminders and reports, cues for the reminder process and automation, and lists of overdue balances and invoices.
It then shows reminder automation. Reminders are created, issued and sent through batch jobs, either as one automation or as separate steps, and run manually or on a schedule. The video also shows the reminder terms card, where email text, subject lines and attachments are set per reminder level. It ends with a note that more overviews and KPIs are planned for coming releases.
Key points
- Reminder automation has three steps: create reminders, issue reminders, send reminders. They can be combined into one automation or split into separate jobs.
- Jobs can run manually (as in the demo) or be scheduled weekly, monthly, on a custom schedule, or by day whenever something needs processing, so they run fully automatically.
- The create step can filter by reminder terms and include only entries with overdue amounts, so not-yet-due open invoices are left out.
- A reminder automation code filter lets several jobs create reminders and separate issue jobs pick up specific groups of those reminders.
- Reminders can be sent by email with the referenced invoices attached, either all open invoices or only overdue ones.
- The new reminder terms card, turned on as a new layout in feature management, sets customer communication per level (email text, subject, attachments).
- Level one can include text telling the customer to disregard the reminder if they already paid. Level two does not, since the customer was already reminded.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| Account Receivables Administrator Role Center | 0:47 |
| Reminder Automation with Batch Jobs | 2:28 |
| Reminder Creation with Overdue Amount Filter | 3:13 |
| Reminder Automation Code Filtering | 4:12 |
| Email Sending with Invoice Attachments | 5:48 |
| Automation Scheduling Options | 6:29 |
| Reminder Terms Customer Communication Setup | 10:13 |
| Level-Based Email Customization | 10:53 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- page “Account Receivables Administrator Role Center” at 0:47
- table 292 “Reminder Terms” at 10:13
Not found in BC28-30: page “Account Receivables Administrator Role Center”.
Quotes
- 0:27 “in this release we’ll look at the new role Center we have done for account receivables administrators we’ll look at the new automation for”
- 3:33 “include only entries with overdue amounts so we will create a reminder it will only contain the overdue amounts”
- 4:52 “one of the filters that are very useful to do or to include is a reminder automation code and that means that I will”
- 5:12 “I can have multiple jobs generating uh reminders and I can have issue reminder jobs that pick groups of uh these reminders”
- 6:09 “the best option is sent by email so it doesn’t just get printed out and we’ve added a new Option so that you can”
- 6:49 “you can set it up to be weekly monthly or a custom schedule and you can even have it like by day and just”
- 11:27 “you can set it set them up individually uh with fees and uh with the due date calculation for the reminder itself but you”
Disclaimers in the video
- 13:07 coming-later: in the coming releases we’ll we’ll do a few more improvements uh some better overviews and some more kpis
Presenters (as heard): Brian Nelson.