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start:backoffice:accounts:account_statements [2017/10/10 14:08] – Emma | start:backoffice:accounts:account_statements [2017/10/11 14:10] (current) – Emma | ||
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- | In this tutorial l will show you how to run an Account | + | In this tutorial l will show you how to run an Account |
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, your 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 | + | Then select an Account Group. Either All Groups |
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- | You then have the option to Email the PDF Statement or Save Statements as PDF also. | + | |
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+ | As you can see in this example one account is in credit and the other is overdue. | ||
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+ | 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. | ||
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