Quick Tip: Statement Terminology

March 2023    Tags: ,

Did you know that the language used on statements can be customized? The Terminology tab of Statement Customization provides 77 terms that can be changed.

To change the terminology used on statements

  1. In the Quick Launch, search for and select “Statement Customization.”
  2. From the Terminology tab, select the line you want to change.
  3. Press F2 or click to place focus in the Line field, and make any desired changes.

In addition to changing the terminology, in many fields you can also specify to bold, italicize, or underline text. Furthermore, you can add special codes in some fields to add additional text to the statement. For example, you can enter the “+” character in the first position of Line 2, to display the Attn line before the client’s name.

To see a complete list of terminology line items, and the special codes that can be used, press F1 while in the software and enter “terminology” on the Index tab. Click a line item to see what special options are available.

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