View Example

Normal Statements

Statement Type: Select Normal

To Print/Preview a single statement

Double left-click on the customers name line in the Statement Filter Results area, to preview and then print a single statement

Statement Filter Options

This area of the report program is used to set filter options. The results of the options are shown in the Statement Filter Results list.

Be careful how you set the options, as to many options may produce unwanted results. The one option may affect the other option.

Set filter options to select which bookings to include in the run and then selective include or exclude a booking (client) by setting or removing the tick in the Include column of the Statement Filter Results list.

Note that the statement Name and Address are placed in a location on the form suitable for windowed DL envelopes.

Include All Booking Accounts

If this option is ticked, all the bookings will be included in the statement run. This may give you a very large print-out. Normally leave this box unticked.

Only Unpaid Transactions

Tick this option if you want accounts which have an outstanding balance. That is, either a debit balance (money owed to you), or a credit balance (money owed to the account). Accounts with a zero balance will be excluded from the list. This box is normally ticked.

Checked-In Only

If you only want the report to include bookings which are currently checked-in and not checked-out, place a tick in this box.

This box is normally ticked.

Show All - Manual Picking

If you place a tick in this box, all other options are ignored and the whole current bookings ledger is included. None of the Include boxes are ticked though, so you can selectively place ticks in the include column manually. Normally left unticked.

Use Fast Dot Matrix Printer Form

Normally left unticked.

As with a lot of UniRes reports, there are two statement report forms supplied. One is used to print nicely to bubblejet and other graphic printers and the other is a form setup to print on a "generic" dot matrix printer.

If you want the printed report to print to a graphic printer, do not place a tick in this box.

Note that when you preview a report, the graphic printer form is used to display the results.

Only for Site Codes

If you only want a particular site type "group" in your report., enter the siye types to want to include in the statement run. Separate multiple types with a space between the site type codes.

Leave this field blank to include all site types.

Statement Date

This is the date that will be printed on the statement and is the statement Date. This daye does not have to be your today's date.

Show transactions beginning

Only available if there is no tick in the "Only unpaid transactions" box.

This is an important date field. Enter the date of the first transactions you want to appear in the statement. UniRes will calculate a Balance Forward for transactions preceding this date.

This field is very useful for long term tenants who have a lot of transactions on file.

Statement Filter Results

When you set the filter options, the results of the filter are shown in this area. The Include column must be ticked for the record to be printed.

Customise

Only use the Report Customiser if you are an experienced computer user. You can make changes to the Statement Report layout here. Call support for assistance I f you want to change the Report layout.

Reset List

Click on this button to set the Statement Filter Results Include Ticks to their original setting.

Preview Run

Starts the Statement print process, sends the statement run to your screen in stead of the printer so you can see the results of the run before printing.

Print Run

Starts the Statement print process, sends the statement run to your printer.

The printer dialogue box appears before printing.

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