Skill Sharpener

Exercise 1:  Preview Paper Statements

You want to set up and preview paper statements.

To preview paper statements for all accounts:

  1. Select Reports > Accounting > Statements > Paper > Statement Preview. The Paper Statements window is displayed.

  2. To identify the statements to be run:

  3. 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.

  4. 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.

  5. In the Transaction Detail Setup section, type the number of days for which you want transactions itemized on the statement.

  6. In the Send for amount due greater than or equal to _ dollars field, type the minimum amount for which a statement will be generated.

  7. In the Statement Message field, type a message you want to display on all statements.

  1. When you have made your choices, click OK. The Paper Statements List window is displayed.

  2. Select from these options:

  3. To sort the list by account name, account balance, or amount due, click the appropriate column.

  4. To exclude a statement, deselect the checkbox in the Account Name column.

  5. To display the additional information, select the account. The information is displayed in the Additional Information section.

  6. To include a statement note, select the account and type the note in the Personalized Statement Note for Selected Account field.

  7. To view or edit account information, select the account and click Edit Acct. The Account window is displayed. Edit the record and click OK.

  8. To preview statements for all accounts, click Preview All.

 

Related Topics

Setting Preferences

Generating Paper Statements

Generating Electronic Statements

Transmitting Electronic Statements