Regenerating Statements: General Information

When customer statements have been prepared in MYOB Advanced, they are not affected by new transactions. To update the prepared statements, you have to regenerate them.

Learning Objectives

In this chapter, you will learn how to do the following:

• Create and release a document that was missing in a previous statement
• Regenerate a customer statement

Applicable Scenarios

You regenerate customer statements if you discover some missing documents after the customer statements have been generated. You can create and release these documents and then regenerate the statements.

Forms on Which Statements Can Be Regenerated

You can regenerate statements by using the following forms:

• Print Statements (AR503500): You select Regenerate Statement in the Action box on this form to regenerate statements for customers of a particular statement cycle. The form lists only statements that were previously prepared.
• Customers (AR303000): You click Regenerate Last Statement (under Statements) on the More menu on the form toolbar to regenerate the most recent statement of the selected customer.
• Statement Cycles (AR202800): You click Regenerate Last Statement on the form toolbar to regenerate statements of the selected statement cycle.

Printed and emailed versions of the updated statement are marked with appropriate notes if previous statement versions have been printed or emailed already (that is, if the Printed or Emailed check boxes, respectively, of a statement are selected).