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#24993 - 11/16/10 10:44 AM Statement of Account
Acrylon Offline
Adagio Specialist

Registered: 04/12/07
Posts: 384
Loc: Canada
I am wondering if it is possible when printing out a statement to send to the customer, is there anyway to make it so only the items owing are listed. Currently it shows the cash batches and invoices that are paid. The statement looks confusing even to me.

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#24994 - 11/16/10 10:56 AM Re: Statement of Account [Re: Acrylon]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Click the "Current items only" option on the Print Statements Dialog.

The statement layout is completely user defineable with the Adagio Forms Designer. You can also elect to have the transactions aged into separate columns if that improves readability.

Your Adagio consultant can assist in designing a new Statement layout.
_________________________
Andrew Bates

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#25226 - 12/03/10 11:20 AM Re: Statement of Account [Re: Retired_Guy]
Acrylon Offline
Adagio Specialist

Registered: 04/12/07
Posts: 384
Loc: Canada
I was wondering if there is any online videos to teach me how to do some of those neat tricks?

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#25227 - 12/03/10 11:30 AM Re: Statement of Account [Re: Acrylon]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11571
Loc: Vancouver, BC Canada
The 'Adagio Receivables' recorded webinar talks a little bit about the Print Statements function, at around the 57 minute mark. The 'Outstanding transactions only' option is mentioned somewhere in this section.

There also is a recorded webinar specifically for the Statement Designer program for the statement itself.

Here is a link to the webinars website page.
_________________________
Regards,
Softrak Tech Support

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