Billing Q&A: Combining Expenses and Advances on Statements

October 2019    Tags: , ,

When I print statements, the Expenses and Advances are separated. Is there any way to combine them into a single section?

Expenses and advances can be combined into a single section on a statement. Additionally, you can specify the text used for the heading. This can be accomplished via the Terminology tab in Statement Customization.

To combine expenses and advances into a single section on statements

  1. From the Statements menu, point to Statement Setup and select Statement Customization.
  2. On the Terminology tab:
    1. Select Line 28, delete the existing text, and then enter an asterisk (*).
    2. Select Line 26 and update the text to the desired heading (e.g., “Total Costs”).
  3. Press Ctrl+S.
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