Statement history summary (AR404000)
In this window, you can view the history of statements for each statement cycle during the specified period of time.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You can easily drill down to the details of each statement.
- Statement history details
- Navigates to the Statement history details (AR404300) window.
- Print statements
- Navigates to the Print statements (AR503500) report.
The top part
In this part, you can select the statement cycle and the date range for which you want to display data.
- Statement cycle
- The statement cycle for which data will be displayed. If you leave the field blank, information for all statement cycles will be displayed.
- Include on-demand statements
- When this is selected, on-demand statements will also be displayed in the summary.
- Start date
- The start date of the date range. By default, it is the start day of the current financial year.
- End date
- The end date of the date range. By default, it is the current business date.
The table
This table displays the list of statements issued during the specified period of time.
- Statement cycle ID
- The ID of the statement cycle.
- Statement date
- The date of the statement.
- Description
- The description of the statement cycle.
- Number of documents
- The number of documents included into the statement.
- To print
- The number of statements requiring printing in accordance with the settings in the Customers (AR303000) window.
- Printed
- The number of statements printed in accordance with the settings in the Customers (AR303000) window.
- To email
- The number of statements requiring emailing in accordance with the settings in the Customers (AR303000) window.
- Emailed
- The number of statements emailed in accordance with the settings in the Customers (AR303000) window.
- No action
- The number of statements requiring no action in accordance with the settings in the Customers (AR303000) window.
- Email completion (%)
- The percentage of statements that have been emailed (among all statements to be emailed).
- Print completion (%)
- The percentage of statements that have been printed (among all statements to be printed).