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cats:procedures:accounting:accountstatement [2016/03/25 14:25] – [From an Account Screen] amanda | cats:procedures:accounting:accountstatement [2016/08/25 15:50] – jen | ||
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=====Printing an Account Statement===== | =====Printing an Account Statement===== | ||
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The Account Statement is a unique format, set up like a letter to the counterparty showing all transactions completed with one account. | The Account Statement is a unique format, set up like a letter to the counterparty showing all transactions completed with one account. | ||
<note tip>This is a different report format from the report printed under the **Accounting > Accts: | <note tip>This is a different report format from the report printed under the **Accounting > Accts: | ||
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There are two ways to print an account statement in CATS. One shows you all accounts at once, while the other automatically filters to only show items from one account. | There are two ways to print an account statement in CATS. One shows you all accounts at once, while the other automatically filters to only show items from one account. | ||
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====From an Account Screen==== | ====From an Account Screen==== | ||
- | Choose **Print > Account Statement** from the menu on the Account Details Review | + | You can also print an account statement when reviewing an account. First, navigate to the account details review screen by choosing **Accounting > Accts: Name/Addr > Review Account**. |
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+ | Choose **Print > Account Statement** from the menu on the account details review | ||
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+ | The formats you choose will be the same as those described in the previous section. See above for samples of report formats. | ||
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+ | When finished printing the report, you can Exit back to the main menu. | ||
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+ | {{tag> |