Customer Statement Types

Topic Under Construction

GUI path:  Vision Configuration -> System Configuration -> Customer Information -> Statement Type

GUI path:  Customer Maintenance -> Accounting

Vision lets you create your own statement types which are flags you can use to set sorting and page-break behavior in some of the Aged Trial Balance report functions.

For more information, see Aged Trial Balance Summary Reports.

Create Statement Types

1. Click Vision Configuration.

2. Click System Configuration.

3. Open the Statement Type folder.

4. Do one of the following:

• Double-click a statement type to edit it.

• Right-click any statement type to create a new type.

5. Complete your edits.

6. Click Accept.

Assign Statement Types To Customers

1. Click Customer Maintenance.

2. Click Customer Profile.

3. Select a Customer as usual.

4. Click Accounting.

5. Select a Statement Type from the drop-down box.

6. Click Accept.