Customer Account Statement Reports (Administration)

The Customer Account Statement Reports screen allows for defining the reports available on the Account statements (Back office) expanded debtor detail.

Contents:

Functions

The Customer Account Statement Reports administration page allows for the following functions:

  • Change ‘DUE INVOICES’ report: The default ‘Due Invoices' report available via the ‘DUE INVOICES’ button in the Account statements (Back office) expanded debtor detail can be updated in this screen.

  • Define Administration groups for generating: Useful for generating and sending by email the ‘Due Invoices’ for multiple Administrations. Note: Each Administration will generate a separate ‘Due Invoices' report.

  • Change ‘Attach due invoices’ behavior: Copies of invoices can also be set to automatically attach with the DUE INVOICES report.

  • Add multiple 'Account statement debtor detail' reports: Multiple reports may be added, each will show as individual buttons in the expanded debtor detail.

Reports can be set to auto-attach when using the ‘SEND EMAIL’ function for sending an email directly to the debtor. See How to send reminder emails for invoices due to debtors page for guide and demo video.

 

 

 

Custom reports available in the Account statement debtor screen

Columns

  • Caption: The caption that is displayed for the report in the expanded debtor detail.

  • Report: The report that is used.

  • Administration query parameter: The parameter selected for the report, default should be set to ‘Administration'.

  • Administration group: Invoices from all Administrations in the Administration group will be included in the report. Note: Each Administration will generate a separate ‘Due Invoices' report.

  • Attach due invoices: If due invoices are attached alongside the report, the invoice reports will display within the same report PDF instead of individual file attachments.

  • Debtor query parameter: The parameter selected for the report, default should be ‘Debtor'.

Fields

  • Caption: Free text updating the report button text.

  • Report: Drop down list of all available reports from Reports (Administration) screen.

  • Administration Query Parameter: Drop down of all report parameters, this should be kept to ‘Administration’ to run the report based on the ‘Administration’ filter set.

  • Administration group: Drop down of all Administration groups. See Administrations (Administration).

  • Attach due invoices: Check box for defining if due invoices should also be attached with the report.

  • Debtor query parameter: Drop down of all report parameters, this should be kept to ‘Debtor’ to run the report based on the ‘Debtor’ expanded.

  • Auto Attach to email: Check box for defining if the report should automatically be attached when using the ‘SEND EMAIL’ function in the expanded debtor detail section on Account statements (Back office) page. If unchecked, report can still be generated for manual sending.