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Viewing a Trade Receivables FaStatement for the Current Month

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The FaStatement allows you to view Trade Receivable (Accounts Receivable) customer information and print statements. The screen displays the information for the current month, but you can select to view information for any month within the past year. This screen is for viewing only. You cannot enter any data on this screen.

To view the FaStatement for the current month:

Step 1. From the Dealership Accounting main menu, select Trade Receivables. The Trade Customer Receivables menu will open.

Step 2. Click FaStatement. The Trade Customer FaStatement screen will open.

Step 3. Type the customer number in the Customer field. You can search for a customer by clicking the Search button to open the Search Customers screen. Press the letter on your keyboard that corresponds to the first letter of the customer’s last name or use the letters listed along the right side of the Search Customers screen. A list of customers whose last name begins with that letter opens. Click the customer in the list whose information you want to view. You can click the arrow buttons on each side of the Search button to scroll through the list of customers.

Step 4. The FaStatement screen displays the customer’s information and account balances in the fields at the top of the screen. The bottom of the screen displays detailed transaction information.

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Step 5. You can click a document in the list to view a summary of the item.

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