How to generate a Company Statement in RMS.

Overview

The Statements Report in RMS allows you to generate account statements across a specified date range for one or more Company Accounts.

This report can be produced in either a detailed or summary format, providing a clear view of account activity within the selected period. When applicable, the report will include a Balance Brought Forward and a Remittance Slip.

Tip! When generating the report, click the More Options button and enable the "Email Statement if Recipient has an Email Address" checkbox. This will automatically send the statement to the company, provided a valid email address is saved on their profile.

Key Features

• Multiple Companies: Generate statements for one or more company accounts at once.

• Date Range Selection: Filter account activity using the Transactions Between date range.

• Detailed or Summary View: Choose between a full breakdown of transactions or a simplified summary.

• Balance Brought Forward: Displays any unpaid charges that were created before the selected date range and have not been offset by receipt allocations.

• Remittance Slip: Includes an aged summary of the outstanding balance, helping recipients understand the payment status.

• Email Option: If the company has a valid email address saved, statements can be emailed directly from the report.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Guide

In the side menu of RMS, go to Reports > Accounting > Statements.

1. Choose the Date Range.
2. Select the Specific Company within the Statement For menu.
3. Select the Company.
4. Select the Balances to display.
5. Select the Type of Statement.
6. Select Build.