Sorting AR Statement Output

You can select various options for sorting the order in which accounts receivable statements will print.

To sort the information in your statements, do the following: 

1. Open Dashboard, click Application Links on the navigation panel, and then select Print statements under Accounts Receivable.
2. Select Sort Statement Output on the navigation panel.
3. Make your selections for sorting output.

Component	Description
Grid selections	Use the left arrow and right arrowto move one item to or from the available sorts list. To move all items, click the double right arrows or double left arrows to move all items to or from the available sorts list. To modify the order of the items in the list, select an item in the grid and click the up or down arrow.
Cover Page column	Select this options to print a separator page before each value for the sort field. Example: The statements may print in office order with a cover page at the beginning of the statements for each office.

4. Enter the following options:
   • Template and Dates
   • Header/Footer
   • Select Clients
   • Client Options
5. Click Generate Statements to generate statements for the criteria you selected and save your entries.
6. Review the generated statements. See Reviewing AR Statements for more information.
7. Click Send.
8. Select the destination options. See Printing or Emailing AR Statements for more information.
9. If the AR statement is being emailed, complete the email information and click Send. See Batch Email Statements for more information.

10. Click Close.