Statement Leave Balance¶
The statements reporting option allows for the printing / viewing of an individual or range of residents; including an opening balance and all transactions over a given period with a ‘Total Now Due’, one resident per page. The Statement also displays the ageing for the balances. It is intended as the record of what is payable for the resident. It displays the address currently set as the ‘billing address’ for each resident.
Important
The Resident’s leave balance is printed at the base of each statement.
A logo can be set for the statement reports using the menu selection and giving the image the description of “Resident Statement”.
The report allows for a comprehensive reporting criteria.
- Date Issued allows for the Issue Date to be defined.
- Date range allows for a range of dates to be set.
- Resident range allows for the selection of a range or an individual resident.
- Accommodation range allows for reporting by specific accommodation or a range.
- Billing Type range allows for the reporting of a range or an individual Billing Type.
- Sort Order may be set; allowing for reporting by Surname or ID
- Statement Message allows for a generic message to be applied to all statements
Note
Leaving a reporting parameter blank will include ‘all’ available selections within the range.
There are a number of options available once the reporting parameters have been set:-
- Print will print the report.
- Preview will allow the report to be previewed on screen with the option to print from the preview screen.
- Set Default will remember the reporting parameters that have been set for the next time the report is run.
- Cancel will cancel out of the report without printing or previewing.