Create Statement Batches

Overview

With the TRX Enterprise™ report designer, you can create a financial statement that encompasses an infinite number of columns. We created the print statement batches screen so you can break your reports into concise topical, smaller statements that can be queued together and then printed with one click of the mouse. 

Next you will need to open the Print Statement Batches screen.

Open

G/L > Financial Statements > Print Statements Batches

• Press the "Add New Record" icon 

  Open

  

   to create a new batch.

• The cursor will move to the next open "Batch Number" field.

• Type the name of the Statement Batch.

• Describe the statement batch in the Description field.

• After pressing the Enter/Tab key, the cursor moves to the bottom portion of the screen. This is where you define which reports will print and in what order.

• Tabbing through the Sequence field will apply the next number available, or enter any number (the number does not have to be in actual sequential order).

• In the Report Number box press F9 for a list of created reports.

• Add as many reports to the batch as you would like.