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cats:procedures:accounting:accountstatement [2016/03/25 13:29] – [Printing an Account Statement] amanda | cats:procedures:accounting:accountstatement [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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=====Printing an Account Statement===== | =====Printing an Account Statement===== | ||
- | The Account Statement is a unique format, set up like a letter to the counterparty showing all open invoices for 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. | + | {{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. | ||
====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 | + | Choose a saved report format |
- | + | [{{:cats:procedures: | |
- | Note: This is a different report format from the report printed under the Accounting > Accts:Name/Addr > Print Report menu option, which includes the Aging report. See Session 5A for that report. | + | |
+ | <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. | ||
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- | 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=== | ||
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Below is a sample Transactions Account Statement. | Below is a sample Transactions Account Statement. | ||
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+ | |||
+ | <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 |
[] | [] | ||
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+ | Choose **Print > Account Statement** from the menu on the account details review screen. | ||
+ | [{{: | ||
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+ | 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> |