Annual Statements

Generating Annual Statements Using The Mail Merge Function
To generate your custom annual statements it is a two-part process. There is a video for each.  Prefer to read?  See the attachment for Step by Step written...
Wed, 11 Dec, 2019 at 9:30 AM
Annual Statement Webinar Video (12/11/2019)
Please click on the link to watch our 2019 Annual Statement Webinar.  The new releases that are demonstrated in the webinar will be available on December 23...
Thu, 12 Dec, 2019 at 9:45 AM