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When first using Statements Manager, you will need to review the Setting Up Statements Manager section to configure everything to fit the needs of your office. The majority of this set up only applies for the first time you run Statements Manager. On subsequent visits, these options will have been set and unless there is a need to change them, you shouldn't need to re-configure these settings and you can go immediately to Printing A New Batch Of Statements.

For a comprehensive list of all options in Statements Manager, please refer to the Managers - Statements article.
Only a few of these options impact how your statements actually look. For a variety of options controlling the appearance and content of your statements, please refer to Preferences - Statements.

Table of Contents

Printing a new batch of Statements

  1. Confirm Date Ranges and Apply

  2. Review Statement List

  3. (Optional) Reconcile Any Account Issues

  4. (Optional) Set an Account or One-Time Message

  5. Set Statement Form

  6. Print!

Oops! I made a mistake!

Setting Up Statements Manager

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