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Statement Report

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Shows all entries for selected customers for a selected period. You can choose to have all overdue balances displayed, regardless of the period specified. You can also choose to include an aging band. For each currency, the report displays open entries and, if specified in the report, overdue entries. The statement can be sent to customers, for example, at the close of an accounting period or as a reminder of overdue balances.

Options

Show Overdue Entries: Place a check mark in the check box if you want overdue entries to be shown separately for each currency.

Include All Customers with Ledger Entries: Place a check mark in the check box if you want all customers that have entries in the selected period to be included in the document.

Include All Customers with a Balance: Place a check mark in the check box if you want entries displayed for customers that have a balance at the end of the selected period.

Include Reversed Entries: Click to insert a check mark in the check box if you want to include reversed entries in the report.

Include Unapplied Entries: Click to insert a check mark in the check box if you want to include unapplied entries in the report.

Include Aging Band: Place a check mark in the check box if you want an aging band to be included in the document. If you place a check mark here, you must also fill in the Aging Band Period Length and Aging Band by fields.

Aging Band Period Length: Specify the length of each of the four periods in the aging band, for example, enter "1M" for one month. The most recent period will end on the last day of the period in the Date Filter field.

Aging Band by: Select whether the aging band will be calculated from the due date or the posting date.

Log Interaction: Place a check mark in the check box if you want the program to log this interaction.

Tip

For more information on how to work with reports, see Viewing Test Reports before Posting, How to: View and Print Reports and How to: Set Filters. For assistance in finding specific pages, see Search.