Table of Contents
Reckon One: Statements Settings
Overview
The below Settings will be visible based on the module you have enabled in Reckon One.
Time settings is available for Manage Employee Expenses module (Lite and Medium) only.
Open Reckon One > 
> Settings > Day to day(section) > Statements.
Customer Statements settings
Customer statements are based on
There are two types of Statements available:
- Balance Forward
A Balance Forward statement shows all activity dated between From and To Dates you choose. The statement shows a Balance Forward amount from the previous period at the top and keeps a running balance in the Balance column. - Open Items
An Open Item statement shows all invoices that have an outstanding balance. The original amount of each invoice is shown along with the outstanding amount and partial payment.
Default template
Choose the default template that will be used when you create a Customer statement.
Learn more about Managing templates from here.
Payment details
Add the payment details that you want to show in the Customer statements.
Need more help? Reach out to us on the Reckon Community: https://community.reckon.com/
