We regularly send account statements to agent where they can visualize the outstanding invoices or credits in their account.

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5.1 How to create an agent statement

1. Open Accounting

2. Choose Debtors

3. Open Agent Statements

4. For Agent Statement Msg choose ACA1

5. Type in the Agent Code from and to (to type twice the same code)

6. For Include Nil Balance Agents choose Skip Future + Current Nil Balances

7. For Include Transactions choose Include Nil Balance Transactions, Include Future Entered Transactions and Include Future Aged Transactions

8. For Output choose Editor

9. Click on Print

 

5.2 How to create an agent statement in excel

1. Create the statement in Tourplan

2. Copy all the Transactions into an excel file (only outstanding files)

3. Delete the first column

4. Below you can see the necessary columns

5. Add the total of the transactions in the end