Display Code Name and Charge Type in Exported Statements

Description 

 

Previously, when users exported statements to South Data, only the code name was displayed. However, the exported South Data statement now includes both the code name and charge type for a clearer understanding of the charges.

 

Step By Step Guide 

  1. To export statements to South Data, go to Accounts Receivable and select, “AR Invoices and Statements”

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  1. Select Actions > Export Statements

 

 

  1. Select South Data as the partner and all the other parameters as needed. Then click, “Export Statement”

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  1. Review the exported statement to see both the code name and charge type listed for each charge, providing a more comprehensive overview of what was charged.

 

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