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--- start:backoffice:accounts:account_statements [2017/10/10 13:53] – created Emma
+++ start:backoffice:accounts:account_statements [2017/10/11 14:10] (current) – Emma
@@ Line 2: / Line 2: @@
-In this tutorial l will show you how to run an Account Statement
+In this tutorial l will show you how to run an Account Statement.
+Select Menu - Back Office - Accounts - Account Statements
+Select the accounts you want included in your statement - From and To. Then the date range, your options are a day, a week, a month or a year. Any variance you want in that year.
+Then select an Account Group. Either All Groups or an individual group. Then press Run Statements.
+{{:start:backoffice:accounts:account_statements.png|}} The Statements will appear on your screen.
+{{:start:backoffice:accounts:account_statementsreport.png|}}
+As you can see in this example one account is in credit and the other is overdue.
+You then have the option to Email the PDF Statement or Save Statements as PDF also. You can then print the statement if required.
+Click on Email PDF Statements and the PDF will appear on the bottom left hand side of your screen. Left Click on it to open it up.
+Then click on Print (top right hand corner) and SAVE. Once saved on your computer you can then email the statement as an attachment or print it out.
+{{:start:backoffice:accounts:account_statementspdf.png|}}

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