Main Tab

You can view and select outstanding transactions for a supplier on the Main tab on the AP Statement Processing form. The value you enter updates as you select items.

The statement shows transaction outstanding at today's date. To match to a statement from the previous month, select Show outstanding transactions as at Statement Date.

Click Request copy Invoice to request a copy of an invoice that displays on the statement and which you don't have entered in Greentree Desktop.

The email form displays and contains the supplier's email address. eDocs attaches a PDF of the statement received from the supplier to the email.

To reconcile the statement, the Value and Entered value must match.