Wednesday, December 7, 2011

Printing 7 Day Aging Statements from SR2

Did you know you can print 7 Day Aging Statements from SR2Food?

You have the ability to print 7 day aging statements from SR2Food® using data from QuickBooks®.

Choose the Customer Folder, then choose Customer Statements.
Statement Date: This is the date the system will use to calculate the Aging on the statement. This date will also print on your statements.
Reset Range Button: Click on this Button to reset From Customer and To Customer Range.
From Customer and To Customer: Enter in one customer or a range of customers.
Preview: Check this box to view the statements on the screen before they are printed.

These next field is important for the accuracy of  statement aging and current activity printed on statements.
Last Update: This field will display the last date and time the SR2 Server imported information from QuickBooks®.

Refresh Button: Click on the Refresh Button if the Last Update Date and Time is not current.
Click on the Print Statements Button.
Your statements will print out with 7 Day Aging!
It's that simple!