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 Transaction Detail Setup sectionIn the Transaction Detail Setup section
In the Statement Message fieldIn the Statement Message field
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 display additional informationTo display additional information
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 accountsTo preview statements for specific accounts
To preview statements for all accountsTo preview statements for all accounts
Generating Electronic Statements