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Understanding AR Account Statements

AR statements are easily managed with the MyPMS system. From the AR page you can directly export a statement to PDF, XSL, CSV format or click on HTML and the system will open the statement in a new printer friendly window.

Statements (OPEN)

• Statement #: Number assigned to statement
  
• Open Folios: Number of open folios for all AR accounts
  
• Total: Total $ amount of each Statement.
  
• Balance: Balance of Statement, this is amount due or credit balance of AR account.
  

• Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window.

Statements will display OPEN Statements by default (See figure 1). To see all Statements click on Show Closed | Show All. (See figure 2)

Figure 1. Statements (OPEN)

Figure 2. Statements (All)

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