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Use this report to quickly generate a company statement by selecting from the various options. To use this report, navigate to Reports > All Reports – Finance, or use the global search bar. If this is a report that you plan to use frequently, mark it as a favorite and add it to your Quick Links. You need the User Permission ‘Company Statements’ to access this report.

We recommend that you have the following set up before using this report:

Report Search and Results

There are a few different ways to run the search depending on what results you are looking for. When you first navigate to the report, you will see a ‘Companies’ field, and at the top you will see ‘Past Due’ followed by different aging buckets such as 1-30 days, and 61-90 days. If you are hoping to generate statements for a specific company or small handful of specific companies, you can simply type the company names into the Companies field on this page and generate their statements by using the print or email option.

If, however, you are hoping to find all company statements based on aging, click on the different buckets at the top of the page. When clicked on, it will open a new page listing all the companies that fit into the aging bucket selected. Each company will show the company name, the primary rep, and any billing notes. By default, all companies that fit into the bucket will be displayed, but you can filter the results by using the search criteria at the top of the page and clicking Update List.