Hi everyone, Just thought I would relate some of our experience with statements and the Debtor workspace. We have done 4 statement runs now - I reckon we might be talking maybe >1000 statements generated per run. We made some mistakes and encountered some difficulties that hopefully by posting here you guys might avoid. [b]1. How we are structured[/b] We have the following account types; - Normal, Pensioners, Valued All have 32 day payment terms. - Type 1 Have received late accounts in past or have been bad debtors - now "on watch". Payment terms - 0 days (ie. Any unpaid debt becomes overdue immediately) - Type 2 Are at the debt collectors Payment terms - 0 days (ie. Any unpaid debt becomes overdue immediately) - Type 3 Written off debts (I dont wont to talk about it :( [b]2.How we sort our statements.[/b] We sort our debtors into; 1. Current - Those with a non overdue balance 2. Overdue - - 2.1 The newly overdue clients (Normal, Pensioner, Valued) - 2.2 Those which have received a "urgent action" (Type 1 Account type) - 2.3 Those which have been sent to our debt collector (Type 2) - 2.4 Those with a written off debt (Type 3) [b]3. Print our Runs [/b] Step 1. Print Run 1 - We "Send All" the "Currents". Step 2. We "Send All" the "Overdues" with the Account type set as follows; Print Runs 2,3,4,5 - "Send All" Normal, Pensioner, Valued,Type 1) Pile 1 = Currents -> Australia Post Pile 2 = Normal, Pensioner, Valued -> Accounts Manager Pile 3 = Type 1 -> Accounts Manager [b]Why do we print 5 runs and not just print all the Pile 2 accounts together?[/b] Because as yet you can only choose to include one account type. You can't choose from a list of account types which you might want to print or those you might want to skip. But as this is opensource software, if enough people want that sort of filter.... well it only takes some time and money 8O [b]What about the Type 2 & 3 customers you didn't print?[/b] Our Account Manager sorts through these on the computer screen using the Debtors workspace to work out what type of torture may be best applied. She prints individual statements if she needs to. [b]What would be nice in the future?[/b] 1. Last Payment Date and Last Invoice Date are present in the Workspace grid and are very handy. However you can't sort (the grid want change the sort order as it is a derived field) or filter by this yet. 2. An automatic scheduled "End Period" that fires after 12am on the 1st day of the month. Why? Cos in our install, End Periods takes about 4 hours and it slows the system down - so we don't want to run it when working. We could run it on the 2nd or 3rd of the month true, but we like to get statements out close to the 1st of the month as we can. 3. Zero value balances are not printed -this is great. But they still appear in the list - often cluttering it up. 4. The printed or unprinted status would be nice to see in a column in the workspace. 5. A report when complete like the Reminders workspace would be a nice trimming - ie. number listed, number printed, broken down by filter criteria (ie. Account type, account age etc). [b]What mistakes did we make?[/b] 1. Make sure your End Period date is the 31st of the month if you are using months and not the 1st of the month following. 2. Our clients hated not having dates on the statement items - we changed it in our install - (on our own using Ireport - very easy btw). 3. Others we haven't found out about yet! Hope this helps some people! Matt Costa Boronia Vet Clinic