Can we automate the process of generating and sending yearly balance confirmations to Supplier? — Cloud Customer Connect
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Can we automate the process of generating and sending yearly balance confirmations to Supplier?

Our client wants to automate the process of sending yearly balance confirmation emails to active suppliers. This will streamline communication, ensure timely responses, and support audit requirements.

Objective:
Automate the generation and sending of balance confirmation emails to active suppliers, with Finance and external Audit teams in CC, and ensure all responses are saved in a centralized location for audit reference.

Process Overview
Identify Active Suppliers

Extract from the ERP system based on recent transactions or open balances.
Generate Statement

Create a PDF requesting the supplier balance as of 31-Dec.

Automated Email

Send email to the supplier with:
Subject: Balance Confirmation Request – [Company Name]

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