Working with Reports > Creating Financial Reports > Generating and Printing Statements

Print/View Statements

To print or view account statements:

1. From the main menu, select Reports > Financial > Statements > Print/View Statements. The View Generated Statements window is displayed.

2. In the Location section, select an option to print statements for all locations or a single location. If you select Single Location, use the drop-down list to select the location from the list.

3. This option enables you to choose a different office mailing address, and displays up to five lines of the address information for the selected office.

The window settings selected are based on the options you chose when you last generated statements. The Total Statements field shows the number of statements that will print.

For more information about statement generation, click the Generation Criteria button.

3. Load statement forms in the printer if you are using them and select from the following options.

   2. Print Statements—Click to print the statements. A window is displayed, enabling you to select printing options. Select the appropriate option and click OK. The Print Setup window is displayed. Select the printer, if necessary, and click OK.

   3. Restart Printing—If this is a restart of your statement run, click Restart to view a list of the statements generated. Scroll to find the last responsible party whose statement printed correctly in the list, click on the name, and then click Print. Print all unprinted statements is selected. Click OK.

   4. View Generated Statements—Click to view the list of statements that were generated.

   5. Close Program—Click to exit the window without printing.

   6. Send Automated Statements—Click to transmit automated statements.

    

Related Topics

Generating and Printing Statements

Statement Exception Report

Generate Statements

Viewing/Printing Generated Statements

Correcting Errors After Generating Statements

Generating an Individual Statement

Multiple Office Examples