The Statements report allows you to print Loan Processing Statements.
Report Preferences
- Complete the following report preferences as needed.
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- Statement Date
- First Payment: Select the first payment date range from which you want to view statements. Additional date filters may appear depending on what option you choose
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- Having Transactions - Select the date range within which a loan would need to have transactions for a statement to be generated. Additional date filters may appear depending on what option you choose.
- Account Type - Select Show All or the account type from which you wish to generate statements.
| A zero-balance invoice is an invoice that never becomes an open invoice; it has both positive and negative detail lines that equal zero or detail lines that contain no amounts. Examples of these types of invoices would include a scholarship the church is giving to a person for a seminar they are sponsoring or if an item with a certain monetary value has been given as part of a purchase at the bookstore. |
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
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