Register Account Summary
The Account Summary creates reports for all accounts for selected time periods.Monthly or Annual Summary:
If the report only includes 1 month, then click the button next to Month, and use the spinner to select the Month and year. If the report is for a full year, click the button next to the year, and set the spinner to the correct year. The displayed month is ignored for an annual report.Report Type:
Three types of Account Summary reports can be created. Select the radio button for a report that includes only payments, only deposits, or includes both payments and deposits. The accounts will be listed on the left, and the payment and/or deposit information will be listed in the appropriate rows.Create Summary:
Click the Create Summary button to display the information on the grid, and to create the report which can be viewed by clicking the View Print Out tab.Grid Cell Account Detail:
If the left mouse button is clicked on a grid cell containing a value greater than 0.00, a pop-up grid with the date, check number, description, amount, and memo used to determine the cell value is displayed. Click the red X in the upper-right corner to remove the pop-up grid.Print Summary:
This report can be printed by clicking the Print Summary button on this page or on the View Print Out page. The company name and address entered on the SetUp Menu - Common Settings is included at the top of the report. The footer of the report will include the date the report was printed, and the page number of the printing. You can also add information to the completed report before printing. You can also change column widths using the mouse cursor.