#How to use confluence to create a date software#

This sends a stronger message to the customers that all overdue balances must be paid, regardless of how old they are.

#How to use confluence to create a date software#

Tip: Attaché Software recommends that you use only “Current” and “Overdue” ageing bands, rather than multiple band breakdown. To save the layout, select the Save icon on the tool bar.When finished, test the new statement layout by selecting the Test Print icon on the tool bar.To adjust the font size or text justification, right-click on the field to display the Properties dialog box and make the required changes.Repeat this step until you have placed all required fields on the form. To add a field, hold the left mouse button down and drag the field to the footer section of the statement. In the Select Field dialog box, select Footer Fields and then scroll to the ageing band fields.To add the new ageing band fields, click the Select Field icon on the tool bar.With all the required fields selected, press the Delete key to remove them. To highlight multiple fields for deletion, left-click on the field whilst holding down the CTRL key. To delete the “old” ageing band fields, scroll down to the bottom (footer section) of the statement.

In the Save as field enter a name for the new layout (for example, DATESTAT) and then choose OK.In Create new form starting with: choose Copy of Existing Form.Select New to display the New Form dialog box.Choose Setups | Customers | Forms Designer | Statement.

To create a date-driven statement layout: Therefore, you need to create a date-driven customer statement form layout. In order to be able to create date-driven customer statements, the Footer section of your statement layout must include the appropriate ageing bands fields to display the amount and description. Date-driven customer statements (Customers only) While still running customers on a period-based model, you can start reviewing your setups to suit for date-based accounting. To move customers and suppliers to date-based accounting, follow the process below. Moving from period-based to date-based accounting You can also choose to change to date-based accounting for Suppliers, while still running Customers on a period-based model. You can change from period-based to date-based accounting any time – you do not have to wait until end of period or end of year. Before you decide to move from period-based to date-based accounting, ensure that you understand the changes required to your day-to-day and period-end processing, as well as reporting and reconciliation tasks.