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start:backoffice:accounts:account_statements [2017/10/10 14:07] Emmastart:backoffice:accounts:account_statements [2017/10/11 14:10] (current) Emma
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 Select Menu - Back Office - Accounts - Account Statements Select Menu - Back Office - Accounts - Account Statements
  
-Select the accounts you want included in your statement - From and To. Then the date range, you options are a day, a week, a month or a year.+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 accounts or an individual group. Then press Run Statements.+Then select an Account Group. Either All Groups or an individual group. Then press Run Statements.
  
-{{:start:backoffice:accounts:account_statements.png|}}+{{:start:backoffice:accounts:account_statements.png|}} The Statements will appear on your screen.
  
-You then have the option to Email the PDF Statement or Save Statements as PDF also.+ 
 +{{: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|}}
start/backoffice/accounts/account_statements.1507604856.txt.gz · Last modified: 2017/10/10 14:07 by Emma