I wanted to see if it was possible to create an automated statement to be sent at year end and if we can specify who would be included in this automated program.  I have to send statements out at the end of the year to some of our clients. But want to bypass some of that process. Any help? Thx! 🙂

This could be pretty easily done with a scheduled workflow

Any help with how to set it up? :)

custom field "Scheduled Statement" saved search that looks for customers with the box checked. Scheduled workflow that runs every year/month (your choice) workflow has 1 action - send email. Tell it to include statement.