Head Office Statements

Consolidated statements or branch statements 

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 Head office statements combine branch invoices into one statement to the head office broken down into sections. 

 For best results, have these settings active 

 

 

 

 

 

 Date From and Date To 

 Select the correct dates from and to for statements 

 

 

 Show Zero 

 

 For best results select show zero 

 The reason for this is that if a branch has invoices but the head office has none, then the search will not bring back any results for the branches 

 

 

 

 HO Linked Accs 

 Head Office Linked Accounts - active tick to filter by Head Office accounts only 

 

 

 Filter HO 

 Filter by Head Office with Branches 

 

 

 

 

 Sending out emails selections for Head Office 

 Select open Item to send outstanding invoices with statement 

 Include Branch Invoices to send the invoices of invoices outstanding at each branch