Printing Statements

The Print Statements command is used to print statements for selected transactions. If no block is marked on an account table, the Print Statements command will print a statement for the account that is currently active. If a block of accounts is marked on an account table, the Print Statements command will print statements for all the accounts in the block.

Direct email option for Statements

Statements may also be created as an email attachment and sent directly from NewViews. When NewViews prints directly to PDF, you are no longer required to send your document to the printer, then to the scanner and then manually attach the document to an email in a third party program like Microsoft Outlook. See email Print Settings for more.

To print statements:

1. On an account table, activate the account for which a customer/vendor statement is to be printed. If you want to print ledgers for more than one account, use the Block>Start and Block>End commands to mark the accounts in a block.

2. Issue the Print>Statement command and fill out the prompt as follows:

   
   
   

   Print Statements Settings
   Line	Field	Comments
   1	Statement Date	The date on which the statement was printed.
   2	Skip zero-balance accounts	This will notify the system if it should skip any zero balance accounts when processing the statements.
   3, 5, 7	Aging period 1, 2 and 3 days	Up to 4 aging period totals can be printed on a statement. They are typically used to print the totals of the outstanding invoices for ranges such as 0 - 30 days, 31 - to 60 days, 61 - 90 days and 90+ days. The three aging periods can be set to define any intervals you wish. The fourth aging period is used for items that are older than the third aging periods.
   4	Aging period 1 message	This is the message that will be printed on the statement if all outstanding invoices are within the first aging period.
   6	Aging period 2 message	This is the message that will be printed on the statement if all outstanding invoices fall within the first two aging periods.
   8	Aging period 3 message	This is the message that will be printed on the statement if all outstanding invoices fall within the first three aging periods.
   9	Older than period 3 message	This is the message that will be printed on the statement if all outstanding invoices that are older than the third aging period.
   10	Template	The template to be used to print the statement(s). Press <F3> to select the template from an explorer (double click to select). Statement templates supplied with NV2 contain the words "statement" in their names. For example, "safeguard_invoice_00875.xls".
   11	Destination	display email file printer	display - exports to Excel and opens Excel for a preview. email - creates an email file for attachment. file - sends output to the file specified in Filename. printer - sends output to the printer identified by Printer.
   12	Filename	The output file name. The file type must be {".xls"}, {".xlt"} or {".pdf"}. Important see note on Output File Names options.
   13	Printer	If Destination is printer then output is sent to the printer specified here. If this field is empty then output will be sent to the Windows default printer. Press <F3> to select from a list of available printers. NOTE: To clear the Printer field Press <F3> to select from the list of printers, and click on <Cancel>
   14 - 21	Email	See email Print Settings for more.




3. Click the Continue button at the top of the settings window to print the statements.

Additional Information

NOTE: For specific information on templates and pre-defined cells, please see Document Templates and Predefined Cell Names for Templates.