- Select Modules -> Accounts
- The accounts module will open. Select the Search button
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The Maintain Accounts screen will then be displayed
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Type in the account you wish to bring up
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Highlight the account and press Select
- A screen similar to the below will then be displayed. Select the Statement button
- The below screen will then be displayed.
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From here, enter in the From and To date range
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You can also select the following:
- Exclude zero balances (This is selected by default)
- Exclude Inactive (This is selected by default)
- Group Patients
- Auto Allocate (This is selected by default)
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The account(s) you have selected are displayed under the selected accounts section
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Select the Preview button
- A statement, similar to the below will then be displayed
- Click on the printer icon to print the statement
- Click on the save icon to save the report to a destination on your PC
