Adding a Statement Report Setup

• From the Accounts Receivable screen, select the Maintenance menu and then Statement Report Setup.

• At the Statement Report Setup screen, click the New Record button.

• When prompted, enter the name of the new statement report and click the OK button.  The name can be alphanumeric up to 251 characters long.

Tip:  Include "Statement" as part of the name to distinguish it from other custom Accounts Receivable reports.

• Edit the statement report as desired.

Steps to Edit a Report

Note:  The Categories/Screens option (and the Categories/Screens button) is disabled within the Statement Report Setup option.

• Click the Save button to save the new statement report.

• Click the X in the upper right-hand corner to close the Edit Report screen.

• If desired, click the Execute button to print the report from within the Statement Report Setup option.

Note:  The new statement report will only be available within the Statement Report Setup option and the Print/Email Statements option; it will not display under any of the Reports menus in Accounts Receivable and it will not be accessible in the Report Writer module.