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Prepare Monthly Statement

  1. Under "Tools Box", click "Report" icon.

  2. Click the icon and choose "Monthly Statement" to launch "Monthly Statement" window.

  3. monthly statement report

  4. You need to provide a name for this report.

  5. Choose the cheque book to generate the report from.

  6. You can specify the month, custom, current and previous.

  7. You need to save the Report before making Preview. You can refer to the "Last Generated" to see how update the report is.