List Only

Over the course of time, a practice will send out thousands of statements. Eventually, these statements are paid, and marked as done. Many or most of these statements will not be needed at any point in the future. Because of this, it is sometimes tempting to delete statements in order to clean up the Statement Management screen. This is NOT a recommended way of cleaning up the screen.

The recommended method for cleaning up your screen is to use the List Only button at the top of the Statement Management screen. Clicking this button will bring up the following screen.

Here you will be able to filter the view to include only statements that match the criteria you specify. We will not discuss the details of each field. We will focus on the Exclude Done field.

Placing a check mark in this field will cause Statement Management to automatically hide any statements that have the status of Done.

Tips and Tricks:

If you are looking at specific transactions, and those transactions are listed as being on a specific statement, you may not be able to find that statement in Statement Management. If this is the case, you will usually find that the statement is marked as done, and the Exclude Done box is checked.

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