How to generate statements

[Taxguy03]

Hi Experts, 

Need your help again. We need to generate statements (sample statement attached) for each of our companies (sample company list attached).

The language on the statement is the same every time, just the company information will change. We have over 750 companies. 

Each company needs to have separate statement and we can use the company code for file name (whatever works). 

Hope you can help. 

[Aaron_Harter · Accepted solution]

Hi @Taxguy03, 

The Report Text tool can be used to make batch reports and Render them to separate .DOCX files to create your outputs:

 

[Taxguy03]

Hi Aaron, 

Thank you. Wasn't aware of the Report  tool until now. Excellent job, let me go through the workflow and try to understand.

Appreciated your quick reply, Aaron.