Purpose: This report allows you to print a unified statement for transactions in all modules of the system. The report layout is customized for each association and usually includes the person’s or firm’s name and address, transaction details including the date, description, amount due, amount paid, and balance due. Many associations also have a tear off payment stub at the bottom.
Launch Point: This report can be launched from the following location(s):
•Utilities → Reports → Reports/Statements →
Example: When the report is launched the report wizard will open
Includes options to select transactions through date, module(s) to include (dues, events, products, and/or review), which customers to include (all outstanding balances, specified firm or specified person), age of items to include (all with balances, exclude balances under 31 days, or exclude balances under 61 days), dues balance exclusions, and sort order.