Differences

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--- cats:procedures:accounting:accountstatement [2016/03/25 14:24] – 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=====
+{{entry>0;Account Statement;-}}
 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:Name/Addr > Print Report** menu option, which includes the Aging report.</note>
 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.
@@ Line 38: / Line 38: @@
 ====From an Account Screen====
-Choose **Print > Account Statement** from the menu on the Account Details Review screen.
+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**.
+[]
+Choose **Print > Account Statement** from the menu on the account details review screen.
 [{{:cats:procedures:accounting:accountstatement_printfromaccountreview.png|Choose Print Account statement when reviewing an account.}}]
-The **Account Statement** choice takes you to a list of saved **Account Statement** formats. This is the same as using the **Accounting > Account Statement** menu choice to print a report. 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 **''INTERRA''**, you will see only items on these reports for INTERRA. If you have reviewed **''COFFBUY''** instead, you will see items only for COFFBUY without having to set the account range yourself.
+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 **''INTERRA''**, you will see only items on these reports for INTERRA. If you have reviewed **''COFFBUY''** instead, you will see items only for COFFBUY without having to set the account range yourself.
 Because of this, less filters are available here than when accessing the Account Statement from the main Accounting menu.
-[{{:cats:procedures:accounting:accountstatement_optionsfromaccountreview.png|}}Filters on the account statement for one account.]
+[{{:cats:procedures:accounting:accountstatement_optionsfromaccountreview.png|Filters on the account statement for one account.}}]
+The formats you choose will be the same as those described in the previous section. See above for samples of report formats.
+When finished printing the report, you can Exit back to the main menu.
+{{tag>Account_Statement Statement_Account Statement_For_One_Account}}