Assigned at the global and account levels, account statement configurations represent the style of how invoices and payment activity are presented to the firm's accounts (clients).
Navigate to the AdvologixPM Setup Tab
Account Statement Configurations
Choose the Account Statement Configurations option.
Account Statement Configurations list view
Choose the statement or invoice template you wish to modify.
Alternately, choose 'New Account Statement Config' button to create a new statement.
Configuration Display Options
Name
~ Set/change name for the invoice/statement template
Use Custom Statement Number
~ Check to show Custom Statement Number selected instead of default Statement #
Custom Statement Number Field
~ Number used for Statement with first name in PDF file.
Font Size
~ Display Font Size to used in PDF file.
Suppress Non-Billable Time
~ Check to Hide Fees with $0.00 value.
Show Footer Note
~ Check to show Footer content at the bottom of the PDF.
Rename Fund Account
~ Rename all references of Retainers to selected value in PDF file.
Rename Units
~ Rename all references of Units/Quantity to selected value in PDF file.
Date Format
~ Defines format of date for PDF file.
Employee Name Format
~ Defines employee name format in statement pdf. file.
Show Company Info
~ Check to show company information in PDF.
Suppress Company Name
Print For Window Envelope
~ Select to show address when folded and placed in a windowed envelope.
Configuration Edit page ~ Logo Options
Show Company Logo
~ Check to show Company Logo at top in PDF.
Company Logo Alignment
~ Define Company Logo Alignment in PDF file.
* Center
* Left
* Right
Logo Image
~ Shows a sample of image in this area
* Click Change to choose a new image from a file on your computer
* Click Preview to change the image using a file on your computer (photo choice/browse and upload opens in a new window)
* Click Clear to remove image chosen
Configuration Edit page ~ Content Options
Professional Fees Table
Show Fees Table
~ Check to show Professional Fees Table in PDF.
Fee Table Columns
~ Defines columns to be shown in Professional Fees in PDF. (maximum of 5 columns can be selected here.)
* Highlight field (column heading) in choice sections (left is the available fields - right is the selected fields) and use left and right arrows to move back and forth
* Use up and down arrows to change order of columns in the right hand selected fields section
Sort By
~ Can not be sorted by Description or Comments (per Salesforce platform rules)
Expenses Table
Show Expenses Table
~ Check to show Expenses Table in PDF.
Expense Table Columns
~ Defines columns to be shown in Expenses Table in PDF. (maximum of 5 columns can be selected here..)
* Highlight field (column heading) in choice sections (left is the available fields - right is the selected fields) and use left and right arrows to move back and forth
* Use up and down arrows to change order of columns in the right hand selected fields section
Sort By
~ Can not be sorted by Description or Comments (per Salesforce platform rules)
Fund Accounts Table
Show Fund Accounts Table
~ Check to show Retainer/Trust Table in PDF.
Fund Accounts Table Columns
~ Defines columns to be shown in Retainer/Trust Table in PDF. (maximum of 5 columns can be selected here..)
* Highlight field (column heading) in choice sections (left is the available fields - right is the selected fields) and use left and right arrows to move back and forth
* Use up and down arrows to change order of columns in the right hand selected fields section
Sort By
~ Can not be sorted by Description or Comments (per Salesforce platform rules)
Payments Table
Show Payments Table
~ Check to show Payments Table in PDF.
Payments Table Columns
~ Defines columns to be shown in Payments Table in PDF. (maximum of 5 columns can be selected here.)
* Highlight field (column heading) in choice sections (left is the available fields - right is the selected fields) and use left and right arrows to move back and forth
* Use up and down arrows to change order of columns in the right hand selected fields section
Sort By
~ Can not be sorted by Description or Comments (per Salesforce platform rules)
Configuration Edit page ~ Other Options
Show Client Summary
~ Check to shows client summary in PDF.
Show Client Hours
~ Check to show client hours column in summary.
Show Unbilled Billings On Total Summary
Hide Subtotal in Fees
~ Check to hide Amount column from display, in Fees, in PDF.
Hide Subtotal in Fund Accounts
~ Check to hide Amount column from display, in Retainer, in PDF.
Show Matter Summary
~ Check to show Summary by Matter in PDF.
Show Matter Hours
~ Check to show Matter hours in summary.
Show Total Summary
~ Check to show Total Summary Table at bottom of PDF.
Show Realtime Balance on Totals Summary
~ Check to show Available Funds for Account on Totals Summary in PDF.
Hide Subtotal in Expenses
~ Check to hide Amount column from display, in Expense, in PDF.
Hide Subtotal Column In Payments
~ Check to hide Amount column from display, in Payment, in PDF.