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Printing Statements From Other Schedules

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Use the Statements From Other Schedules screen to print customer statements using the detail from any of the Balance Retained schedules. You must set up an Accounts Receivable file for the customer, or you can create a separate customer database that you can use to print statements from other schedules using the Customer Setup button.

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

Step 2. On the Trade Customer Receivables menu, click Statements From Other Schedules. The Statements From Other Schedules screen will open.

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Step 3. In Print Detail From Schedule, type the general ledger account number for the Balance Retained account.

Step 4. In For Schedule Control, type the customer number for whom you want to print the statement. You can search for an existing customer by clicking A/R Customer List. Press the letter on your keyboard that corresponds to the first letter of the customer’s last name or click the letter from the list of letters along the right side of the Search Customers screen. A list of customers whose last name begins with that letter appears. Click the customer you want to select. The customer’s account number fills in the control field.

Step 5. When prompted to verify your printer is ready, select your print criteria.

Step 6. Click Exit to return to the Trade Customer Receivables menu.

 

 

 

 

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