Historic Statements
A Historic Statement can be used to view a statement of a person’s/group’s account for a historical date after Statements have been cleared down. This option will mainly be used for tracking old information or if a query is made against an account.
To run an Historic Statement select the Customer Details option from the Main Menu, the Customer File Menu will now be displayed.
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From this menu select the Choose & Print Customer Records option.
Now select the Print Standard Customer Reports option. The following menu will be displayed.
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Select the Statements icon. The Statements menu will now be displayed.
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Now select the Print Historic Statements option, the Choose option will appear.
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If you require all the records for a particular date select the Print Report option, if not, a specific choose may be used. The following window will now appear prompting for the date of the Statement(s) required.
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The date must be entered in the format DD/MM/YY. Once a valid historical date is entered, the system will choose the statements required, the option to Print, Preview or Email will now appear.
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Select the required output for the Statements and select F3 Accept. The Detailed Historic Statement will show the same information but will also list the items in each transaction.