Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:accounting:accountstatement [2016/03/25 13:26] – [From the Accounting Menu] amanda | cats:procedures:accounting:accountstatement [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
---|---|---|---|
Line 1: | Line 1: | ||
=====Printing an Account Statement===== | =====Printing an Account Statement===== | ||
+ | {{entry> | ||
+ | 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: | ||
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. | ||
====From the Accounting Menu==== | ====From the Accounting Menu==== | ||
- | The Account statement can be printed from the Accounting > Account Statement menu choice. | + | The Account statement can be printed from the **Accounting > Account Statement** menu choice. |
+ | [{{: | ||
- | Note: This is a different | + | Choose |
+ | [{{: | ||
+ | <note important> | ||
There are several format options for printing the Account Statement from CATS. The types of reports are described in this section. | There are several format options for printing the Account Statement from CATS. The types of reports are described in this section. | ||
+ | [{{: | ||
===Standard Report=== | ===Standard Report=== | ||
+ | The standard report lists all open invoices for all accounts on one report, just like a Report of Open Invoices. | ||
+ | |||
Here is a sample Standard Account Statement. | Here is a sample Standard Account Statement. | ||
- | + | [{{: | |
- | + | ||
- | This format can be set up to print with your company’s logo and letterhead, so that you can send it directly to the counterparty as their account statement. | + | |
===Transactions=== | ===Transactions=== | ||
Line 20: | Line 27: | ||
Below is a sample Transactions Account Statement. | Below is a sample Transactions Account Statement. | ||
+ | [{{: | ||
+ | |||
+ | <note tip>This format can be set up to print with your company’s logo and letterhead, so that you can send it directly to the counterparty as their account statement.</ | ||
===Open Invoices=== | ===Open Invoices=== | ||
+ | The Open Invoices format prints a list of unpaid purchase or sales invoices that refer to single a counterparty. This format shows invoices due in a neat and easy to read format. | ||
+ | |||
+ | Here is a sample Open Invoices Account Statement. | ||
+ | [{{: | ||
====From an Account Screen==== | ====From an Account Screen==== | ||
- | Choose | + | You can also print an account statement when reviewing an account. First, navigate to the account details review screen by choosing |
[] | [] | ||
+ | |||
+ | Choose **Print > Account Statement** from the menu on the account details review screen. | ||
+ | [{{: | ||
+ | |||
+ | The **Account Statement** choice takes you to a list of saved **Account Statement** formats. This menu choice allows you to print the account statement using an automatic account range that encompasses just this one account. So if you are reviewing the account **'' | ||
- | This menu choice allows you to print several report types, using an automatic account range that encompasses just this one account. So if you are reviewing | + | Because of this, less filters |
+ | [{{: | ||
- | The **Account Statement** choice takes you to a list of saved **Account Statement** | + | The formats |
+ | When finished printing the report, you can Exit back to the main menu. | ||
+ | {{tag> |