Statement Generation Module

This module allows the finance department to prepare and print monthly statements to send to their clients. Our features include various statement options like generating for all clients, specific area offices, specific brokers, specific clients or range of clients together with specific customized message in the statement. The processes are as follows:

Post Recurring Trades Post Recurring Cash Entries Post Current Month’s Transaction Print Transaction List Review Transaction Unpost Current Month’s Transaction Roll Over Account Balances Print Statements Close Month

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