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Month End Statements

At month end, do the following from the Month End menu:

1. Run the Generate Statement routine at the end of the last active day of the month.

2. Print Statements for the 1st of the next month.

3. Print the Receivables Summary report.

4. Print the Payables Summary report.

For each active Client, the Debtor transactions, Client payments and 30/60/90 day accounts are totaled and listed when the statements are generated.

Refer to the Help topics Generate Statements and Invoice/Statement for more information.

See Also

- Month End Process
- Troubleshooting Month End

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