Annual Statements

Generating Annual Statements
To generate your annual statements it is a two-part process. There is a video for each: 1. Generate the data source 2. Using Microsoft Word mail merg...
Wed, 18 Jul, 2018 at 1:00 PM
Word Templates
Attached are two Word Templates for use in generating Annual Statements.  Edit these in Microsoft Word and save off as a template.  View our tutorial videos...
Wed, 12 Dec, 2018 at 8:37 AM