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Accountants Enterprise only

The Instalment letters option prints letters out for all returns that were updated to a particular step within a data range. The letters are printed by return code for any Event or Step both historical and current.

To produce an Instalment letters report
  1. Select Reports > Instalment letters ... .
  2. In the Restrict by section choose the Event to report on by clicking the ellipsis and choosing from the Select Event dialog.
  3. Choose the Step to report on by clicking the ellipsis and choosing from the list in the Select Step for Event dialog.
  4. In the Step date range section specify the period for the report using the From and To fields. The format for the date field is dd/mm/ccyy.
  5. The default layout for the report is Instalment Letter template. Another layout can be chosen by clicking the ellipsis and choosing from the list in the Select Letter dialog.
  6. In the Sort by section choose the sequence in which the report is to print.
  7. Click OK to continue to the Print dialog.
  8. From the Print dialog choose whether to Preview, Print, or send the report to Disk.
  9. The Record Selection dialog allows for further selection criteria to be entered. Select a Sequence type from the options and then click Edit to define the parameters.
  10. Click OK to finalise the report.
 
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