Generating Statements
Generating Paper Statements
Whether generating paper or electronic statements, the process consists
of two phases:
Previewing statements
Printing statements
To preview paper statements:
Select Reports
> Accounting > Statements > Paper > Statement Preview.
The Paper Statements window
is displayed.
To identify the statements to be
run:
In
the Account Search section...select
the starting and ending names to include in the report from the drop-down
lists in the Start and End fields.
In
the User Code section...type
codes to include in the Only include
Accounts with field. Type codes to exclude in the Exclude
accounts with field.
In
the Transaction Detail Setup
section...type the number of
days for which you want transactions itemized on the statement.
In
the Send for amount due greater than
or equal to _ dollars field...type
the minimum amount for which a statement will be generated.
In
the Statement Message field...type
a message you want to display on all statements.
When you have made your choices,
click OK. The Paper
Statements List window is displayed.
Tip: Blue text indicates
accounts with invalid addresses; pink text indicates accounts with no
balances. No statements are printed for these accounts.
Select from these options:
To
sort the list by account name, account balance, or amount due,...click
the Column.
To
exclude a statement...deselect it in the
Account Name column.
To
display additional information...select
the account. The information is displayed in the Additional
Information section.
To
include a statement note...select
the account and type the note in the Personalized
Statement Note for Selected Account field.
To view or edit account
information, select the account and click Edit
Acct. The Account window
is displayed. Edit the record and click OK.
Select from these
options:
To
preview statements for specific accounts...select
the accounts and click Preview.
To
preview statements for all accounts...click
Preview All.
To
print statements...click Print.
Related Topics
Setting Preferences
Generating Electronic
Statements
Transmitting Electronic
Statements
Skill Sharpener