How to Create an Ad-Hoc Statement

Overview

This tutorial will cover the creation of ad-hoc (or On Demand) statements.  These statements can be created for selected accounts, using a selected template that can differ from the template declared in the account setup.  The statements can then be downloaded as a PDF.  In addition you can then see the individual transactions in the "Statement Transactions" section.

 

Procedure

Step 1.  Access the Statement Creation Wizard

The wizard can be found under the "Accounting" tab, under the "Manage Invoices" section.  Select the "Statements" option to show a list of all statements.  Select the new button to begin the creation wizard.  The first form will look like below:

Step 2. Complete the Wizard

Use the following table to complete the wizard

Field Description
Account Select the account this statement will be generated for.
Statement From Date Select the start date for the timeline in which to include transactions.
Statement To Date Define the end date for the timeline in which to include transactions.
Statement Template Use this drop down to select the template for which the statements will be based off.

Select the Submit button to create the statement.  Keep in mind, the PDF can take a few minutes to generate.  The standard PDF icon will show when the PDF is ready. 

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