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Applications > Remittance > Modify > Statement Design

 

 

 

 

Statement Design


Modify Statement Design allows you to specify statement printing information. You can use the default statement or add new ones as desired.

 

This Section Includes:

Modify Statement Design

Paper Tab

Heading/Footing Tab

Body Tab

Images Tab

 

Modify Statement Design

 

Click the Add New Format link to start from a blank design, the Make a Copy link to start from a copy of the currently selected design, or click any design in the side bar to select it.

 

You cannot save any changes to the Default Statement 8.50 x 11.00 design. Use the Make a Copy link.

 

Edit the Title of the statement. You can then adjust the settings on each of the tabs: Paper, Heading/Footing, Body, Body Totals, and Images.

 

Paper Tab

 

Paper Type:  Choose Letter, Legal, or Custom from the drop-down list. If you select Custom you can then edit the Page Width (inches) and Page Height (inches) fields.

Orientation: Portrait or Landscape

Font:

Font Size:

Forms Per Page: 1 form per page to 5 forms per page

Vertical Starting for Body (inches):

Vertical Ending for Body (inches):

 

The Vertical Starting for Body and Vertical Ending for Body along with Vertical Offset for items on the Heading/Footing tab must have values that fall within the available height based on the Paper Type and Forms Per Page (ex: with a Paper Type of Letter and 2 Forms Per Page, the allowable range would be 0.25 - 5.25 inches).

 

If your values are outside of the allowable range you are not able to save your changes to the statement design. Instead, a message appears detailing everything that needs to be changed and giving you the allowable ranges for each field based on your selections on the Paper tab.

 

 

Heading/Footing Tab

 

Existing items display in the grid with the following columns:

Item

Heading: The heading for the item, if any

Bold: Displays a check if the item is bolded

Underline: Displays a check if the item is underlined

Italics: Displays a check if the item is italicized

Font Size

Vertical Offset (inches): The offset for the item from the top margin of the form

Horizontal Offset (inches): The offset for the item from the left margin of the form

Left Justified: Displays a check if the item is left justified

Double-click an item in the grid or click the Edit  icon to edit. Click the Delete  icon by any item in the grid to be prompted to delete that item. Click Add New Item to add an item to the grid. Select the Item from the drop-down list, enter a Heading if applicable, select if you want the item in Bold, Underline, or Italics, enter the Font Size and Vertical and Horizontal Offset (in inches), and select if the item is Left Justified. You must click the Insert  icon in order to save your newly added line.

Heading/Footing Items:

Company Name

Company Address

Remittance Name

Remittance Address

Remittance Alternate ID

Remittance Area

Remittance Region

Remittance District

Alternate Contact 1 Name

Alternate Contact 1 Address

Alternate Contact 2 Name

Alternate Contact 2 Address

Date Begin

Date End

Date Statement

Grand Totals - Text

Grand Totals - Text 2

Grand Totals Annual Pledge

Grand Totals Monthly Pledge

Grand Totals Receipts to Date

Grand Totals Pledge Receipts to Date

Grand Totals Receipts This Month

Grand Totals Pledged Receipts This Month

Grand Totals Remaining

Grand Totals % Paid

Statement Text

Memo Footer

Page #

Continued next page!!

 

Body Tab

 

Existing items display in the grid with the following columns:

Item

Heading: The heading for the item, if any

Bold: Displays a check if the item is in bold

Underline: Displays a check if the item is underlined

Italics: Displays a check if the item is italicized

Font Size

Horizontal Offset (inches): The offset for the item from the left margin of the form

Left Justified: Displays a check if the item is left justified

Double-click an item in the grid or click the Edit  icon to edit. .Click the Delete  icon by any item in the grid to be prompted to delete that item. Click Add New Item to add an item to the grid. Select the Item from the drop-down list, enter a Heading if applicable, select if you want the item in Bold, Underline, or Italics, enter the Font Size and Horizontal Offset (in inches), and select if the item is Left Justified. You must click the Insert  icon in order to save your newly added line.

Body Tab Items:

Activity Description:

Activity Sequence:

Activity Sequence and Description:

Annual Pledge:

Monthly Pledge:

Receipts to Date:

Receipts this Month:

Pledge Remaining:

% Paid:

Remitted:

 

Images Tab

 

You can select up to four images using the Choose File buttons. For each, select if you want to Maintain Aspect Ratio. You can then select the Image Width (inches), Image Height (inches), Horizontal Location (inches), and Vertical Location (inches)

The Restore Defaults button completely restores all settings on all tabs to defaults. Click the Test Statement Design button to see a preview of your statement design. Click the Update button to save changes to your statement design, the Reset link to undo all changes since the last time the design was updated, or the Cancel link to discard all changes and return to the Accounts Receivable dashboard.