Reviewing AR Statements

Review the AR statements and their statuses.

1. Open Dashboard, click Application Links on the navigation panel, and then select Print statements under Accounts Receivable.
2. Enter options on the following tabs:
   • Template/Dates
   • Header/Footer
   • Select Clients
   • Client Options
   • Sort Statement Output
3. Click Generate Statements to generate statements for the criteria you selected and save your entries.
4. Review the statements by doing the following:
   1. Select a statement in the grid and click Preview.
   2. After reviewing the statement, click Close.
   3. If you want the statement you just reviewed to be skipped when statements are sent, click Skip Output above the grid.
   4. Repeat steps a through d as needed until you have reviewed all the statements.
5. Click Send.
6. Select the destination options.

   Component	Description
   Printer	Select the printer where the statements will be sent. If you have not configured a printer on your computer, this option will be unavailable and you can only email statements.
   Number of copies	Select how many copies of the statement to print. This option is unavailable for email.
   Destination Options	Select one or more of the following: Email to recipients who selected to receive statements by email Note: You must select this option to email statements as PDF files. Print for recipients who selected to receive statements on paper Print for recipients who selected to receive statements by email

7. If the AR statement is being emailed, complete the email information and click Send. See Batch Email Statements for more information.

8. Click Close.

Tell me about the columns in the grid.

Component	Description
Status Column	Review the statement status as follows: Ready. Statement will be created. Sent. No errors found during print or email. Error. Error found when generating or sending the statement to the printer or email. Review the message column for details. Canceled. A statement was generating, but was not processed because you clicked Stop while the batch was processing. Skipped. No statement will be created due to client options and/or data found for template.
Client Column	Displays the client's name for the statement. If you selected to generate one statement for a billing group, this is the principal client's name.
Email Setup Column	Indicates whether or not the client who will receive the statement has an email address for statements configured in their client profile.
Message Column	Displays an explanation for the error message in the Status column or the reason the statement was skipped.
Statement Options	Select a statement in the grid and click Statement Options view the options used to generate batch of statements. These are the options defined on the Accounts Receivable Statements window.