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rafapak


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printing statement to customer- which layout ?
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Hi guys I am supposed to print in Sage statement that will be sent to customer. When I press ' statements' button , window with huge number of layouts appears. Do you know which layout should I choose so that it is acceptable for aat level 2 computerised accounting exam ?

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Cheshire


Master Book-keeper

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Hi Rafal
You could use any of them. The point is to show that you know where to find the correct report and that it shows the information that they request and you know how to print it or save it to your folder.

So, if the customer you are required to choose still has their opening balances outstanding, you must make sure you pick up this, ie use the start date to include the o/bal plus choose the correct end date, per the question.

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 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
rafapak


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thanks Joanne

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