Sage 50 Accounts

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Disabling Customer Statements

Posted By Former_Member over 7 years ago

HI,

we have a lot of internal customer accounts and wondered if you are able to turn off / disable generating statement for a particular customer, so when we run all the customers statements at once we are not generating unnecessary statements?

thanks

Adam Wood over 7 years ago

Hi Tina,

If you know which records you do not wish to include in the statement run, you can deselect them and they will not be included.,

However, you can also apply a filter to prevent these customers from being picked up.

The easiest way to do this would be to enter some text into these records and apply a filter to the statement to not pick up records that contain this text.

For example, you can enter the words 'No Statement' into the Analysis 1 field in the customer records > Defaults tab.

You can then apply a filter to the statement to not pick this text up.

For help applying filters, please click the following link;

support.sage.co.uk/default.aspx

Regards,

Adam
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Disabling Customer Statements

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