I am trying to send out detailed statements. The statement shows" sale fred smith:", rather than the details "annual dues 2024-35". How can I correct this please
hardly helpful when I will 50 statements to manually change. Had no problem with 19.8.
Brian
Hi @brians1,You can either Save As or manually update the statement details by exporting to Excel or PDF and then save as rename. This will allow you to customize the statement to include the specific details you want to display. Importing and exporting dataI hope this helps!Regards,
Earl
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