Edit Statement Options Dialog Box

You can access the Edit Statement Options dialog box to set the cursor movement options and to set the grace period for statements. The default settings are defined by your system administrator and apply globally across the system. However, you can overwrite these settings for a specific client by accessing the dialog box from the client statement screen.

Field Details

The following table provides information regarding the fields in both the system-wide Edit Statement Options dialog box and the client-specific Edit Statement Options dialog box.

Note: You can change settings in the Edit Statement Options dialog box only.

Field	Description/Type	Required?
Cursor Movement	Direction the cursor is set to move in the data grid when the Enter key is pressed. Valid values are provided in a drop-down list. Pressing the Enter key completes your entry to a cell (what you type in the white entry box); how it moves you around in the spreadsheet depends on your setup in this dialog box. Note: Your selection in the Cursor Movement dialog box affects you, the logged-in user, only (no other users) and only when you are in this client's spreadsheet. The default movement of the Enter key is defined in your system setup; please see your system administrator if you have questions. Right: Moves you one cell to the right. None: Keeps you in the current cell (does not move you to another cell). Up: Moves you one cell up. Down: Moves you one cell down. Left: Moves you one cell to the left. Drop-down list box.	No
Subtotal Detail Lines	Indicates if detail lines will be subtotaled and displayed. If the check box is selected, the detail lines will be subtotaled and displayed. If the check box is not selected, the detail lines will not be subtotaled.	No
Override System Grace Periods	Click this check box if you want the grace periods values set for this statement to override the system-wide grace period settings.	No
Grace Period for Annual Statement	The basic functionality for these fields is the same: you set the number of months or days that will constitute the grace period for these statements. These values will apply to all annual, quarterly, or monthly statements unless overwritten at the client statement level.	No
Grace Period for Monthly Statement		No
Grace Period for Quarterly Statement		No