View Source

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)

MyPMS Documentation > AR Accounts > AR Statements.PNG

Statements (CLOSED)

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 which are shadowed are closed statements, they have been paid in full and have a zero balance. OPEN Statements show in black text and with a balance.

Figure 2. Statements (All)

MyPMS Documentation > AR Statements > AR Statements show all.PNG