AugTool Documentation
Statement Runs
Statement runs are used to automate the creation and sending of statements in the system to customers and suppliers that have open balances on their account.Â
When creating a statement run you can select from a number of options namely Customer or Supplier, Statement type, Statement format and currency.Â
You have to then select the date range for the period of transactions that the system needs to look at. Please note, do not select a date range that includes a previous statement run because the system will include transactions in the new statement run that should not be included.Â
After creating a statement run you will have a list of customers or suppliers that have open balances.Â
When you download a statement from this screen the system will mark the line in yellow. If you auto email or open email client from the system the system will highlight the line in green (as if you have sent it).Â
Please note, you can only automatically send statements with the Auto Email if you have setup a statement email address on the organisation as seen below.Â
The auto email all will send all the statements that belong to an organisation that has a Statement email set.Â
View and Delete
You can use the View button where you will be able to view a statement without having to download it first.
Statement list view also includes a Delete icon that allows you to delete lines from statement run before sending all the statements.Â
