A/R Statements

A/R Statements can be reached either by selecting Accounts Receivable > Reports > A/R Statements or All Reports > Accounts Receivable > A/R Statements.

Fields on the report

Fields included on the report are:

• Account activity: date, reference #, description, charges, credits, total account activity, and net account activity

• Open account items: issue date, reference #, description, charges, credits, total open items, and net account balance

Report filters

The report filters are:

• Cycle

• Customer

• Activity Period

Options are:

• Include By Item Detail

• Show By Item Detail for

• • Items with nothing applied at period end date

  • Items partially applied at period end date

  • Items fully applied at period end date

• Customers with Statement Balances

• • Greater than zero

  • Equal to zero

  • Less than zero

• Include Transaction Detail

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