Viewing and printing statement summaries

Select this option to view and print summaries of client statement totals.

Statement summaries allow you to view incoming and outgoing financial statistics for the agency. Before running statement summaries, print the statements and check for errors. If errors are found, clear the flags, and rerun the statements.

If tax information exists on client statements, a tax report prints with the statement summary. The Tax Report file is cleared when Month-End runs.

When you select Statement Summary, select one of the following options.

These options are not available if you have custom programming.

Use this option...	To do this...
Previous CU·Invoice/Statement Summary	Print the statements from previous statement runs. For example, if you are in the statement run for week 3, select this option to view the summary for weeks 1 and 2. This report is sent to the printer and can be sorted by client number or statement week number.
Current CU·Invoice/Statement Summary	Print the statements generated for the current statement run. For example, if you are in the statement run for week 2, select this option to view the statement summary for week 2. This report is sent to the printer.
Current CU·Invoice/Statement Summary Preview	View the statistics that print on the statements at any time.