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Hi Sarah, are you referring to EDI statements?
@tracy_holdt Hi Tracey
yes an EDI please
Kind regards
Sarah
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Sarah Challenor
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From: Plannr CRM
Sent: 04 December 2024 11:20 AM
To: Sarah Challenor
Subject: New comment on Ability to export a commission statement
[https://storage.sleekplan.com/products/704318011/assets/8bf1272e392437eca1776b7551aaa94e.jpg] Plannr CRM
Hi sarahchallenor, we wanted to inform you that @tracy_holdt published a new comment. This notification is to ensure that you stay updated and engaged with the discussions happening on Plannr CRM.
[https://storage.sleekplan.com/products/704318011/user/3287131/bdca38101129623fe3b57e937b617b24.jpg]
@tracy_holdt
2024-12-04 11:10
Hi Sarah, are you referring to EDI statements?
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@sarah_challenor Thanks. This is something we will be looking to incorporate early next
year, where users will have the ability to export the EDI file
On Wed, 4 Dec 2024 at 17:41, Sleekplan App
wrote:
changed description "It would be great
inthein the action button inside of a provider statement sent by edi to be able to export the commission statement lines into a CSV "