Statement Reports by Owner

The Statement Reports by Owner section is located in the main Statements program section.  This section allows users to run statement reports, both system generated and user generated, over a selected fiscal period and selected owner(s).

The first thing to choose is the fiscal period.  Select the from date and to date.  Next, choose either a user generated group (which is configured in the Statements, Configuration section) or choose a system generated statement group.  If you choose a system generated statement group, it contains generic statement categories and creates one line item per GL account (that contains a period balance) for the selected owner.

 

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