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ajschopp
Canine III

"Statement generated" stamp in ledger

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Each time our office generates statements, the ledger is stamped with the comment "statement generated".

 statement.JPG

As we don't always send them the same day or send all the ones we've generated, we'd like to know if there is an option to turn that stamp off.  Additionally, if there is an issue and we have to generate the statements more than once, the stamp clutters up the ledger. 

Also, as e-statement users, we'd like to know if there is a way (or possible suggestion for upgrade) to instead only stamp the ledger when the statements are processed, similar to e-claims for insurance.

claim processed.JPG

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2 Replies
CS Dental Employee
CS Dental Employee

Re: "Statement generated" stamp in ledger

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On the General tab of the Statement Options window (Maintenance Wrench > Statement Options) you have the ability to to turn off the "Statement Generated" message on ledgers.  

Capture.JPG

Also, tagging @uriyahrobinson  so he can see your request regarding when to post the message to the ledger for automated statement users.  

Hope this helps.  Thanks! 

ajschopp
Canine III

Re: "Statement generated" stamp in ledger

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Thank you for passing the suggestion on!  Hopefully it's something we can see implemented in the near future.