Statement Design

Modify Statement Design allows you to specify statement printing information. You can use the default statement or add new ones as desired.

 

This Section Includes:

ØModify Statement Design

ØPaper Tab

ØHeading/Footing Tab

ØBody Tab

ØImages Tab

 

Modify Statement Design

 

Click the Add New Format link to start from a blank design, the Make a Copy link to start from a copy of the currently selected design, or click any design in the side bar to select it.

 

 

Edit the Title of the statement. You can then adjust the settings on each of the tabs: Paper, Heading/Footing, Body, Body Totals, and Images.

 

Paper Tab

 

•Paper Type:  Choose Letter, Legal, or Custom from the drop-down list. If you select Custom you can then edit the Page Width (inches) and Page Height (inches) fields.

•Orientation: Portrait or Landscape

•Font:

•Font Size:

•Forms Per Page: 1 form per page to 5 forms per page

•Vertical Starting for Body (inches):

•Vertical Ending for Body (inches):

 

 

 

Heading/Footing Tab

 

Existing items display in the grid with the following columns:

•Item

•Heading: The heading for the item, if any

•Bold: Displays a check if the item is bolded

•Underline: Displays a check if the item is underlined

•Italics: Displays a check if the item is italicized

•Font Size

•Vertical Offset (inches): The offset for the item from the top margin of the form

•Horizontal Offset (inches): The offset for the item from the left margin of the form

•Left Justified: Displays a check if the item is left justified

Double-click an item in the grid or click the Edit  icon to edit. Click the Delete  icon by any item in the grid to be prompted to delete that item. Click Add New Item to add an item to the grid. Select the Item from the drop-down list, enter a Heading if applicable, select if you want the item in Bold, Underline, or Italics, enter the Font Size and Vertical and Horizontal Offset (in inches), and select if the item is Left Justified. You must click the Insert  icon in order to save your newly added line.

Heading/Footing Items:

•Company Name

•Company Address

•Remittance Name

•Remittance Address

•Remittance Alternate ID

•Remittance Area

•Remittance Region

•Remittance District

•Alternate Contact 1 Name

•Alternate Contact 1 Address

•Alternate Contact 2 Name

•Alternate Contact 2 Address

•Date Begin

•Date End

•Date Statement

•Grand Totals - Text

•Grand Totals - Text 2

•Grand Totals Annual Pledge

•Grand Totals Monthly Pledge

•Grand Totals Receipts to Date

•Grand Totals Pledge Receipts to Date

•Grand Totals Receipts This Month

•Grand Totals Pledged Receipts This Month

•Grand Totals Remaining

•Grand Totals % Paid

•Statement Text

•Memo Footer

•Page #

•Continued next page!!

 

Body Tab

 

Existing items display in the grid with the following columns:

•Item

•Heading: The heading for the item, if any

•Bold: Displays a check if the item is in bold

•Underline: Displays a check if the item is underlined

•Italics: Displays a check if the item is italicized

•Font Size

•Horizontal Offset (inches): The offset for the item from the left margin of the form

•Left Justified: Displays a check if the item is left justified

Double-click an item in the grid or click the Edit  icon to edit. .Click the Delete  icon by any item in the grid to be prompted to delete that item. Click Add New Item to add an item to the grid. Select the Item from the drop-down list, enter a Heading if applicable, select if you want the item in Bold, Underline, or Italics, enter the Font Size and Horizontal Offset (in inches), and select if the item is Left Justified. You must click the Insert  icon in order to save your newly added line.

Body Tab Items:

•Activity Description:

•Activity Sequence:

•Activity Sequence and Description:

•Annual Pledge:

•Monthly Pledge:

•Receipts to Date:

•Receipts this Month:

•Pledge Remaining:

•% Paid:

•Remitted:

 

Images Tab

 

You can select up to four images using the Choose File buttons. For each, select if you want to Maintain Aspect Ratio. You can then select the Image Width (inches), Image Height (inches), Horizontal Location (inches), and Vertical Location (inches)

The Restore Defaults button completely restores all settings on all tabs to defaults. Click the Test Statement Design button to see a preview of your statement design. Click the Update button to save changes to your statement design, the Reset link to undo all changes since the last time the design was updated, or the Cancel link to discard all changes and return to the Accounts Receivable dashboard.