Select the Account to update

Account

The Account to be changed will default from the open Accounts form.

By Whom

Enter the person authorising the changed Statement cycle. This may be the Account's Client or Manager.

Reason

Optionally enter a reason for the change.

Cycle

The current Account Statement cycle.

Last

The date when the last Statement was sent.

From / To

The from/To dates at this frequency.

Frequency

Select the new Statement frequency.

Next Date

Enter a date to show when the next Statement is due to be generated.

Create Log?

Tick to Log the change on the next page of the wizard.

Click Next to create a log, or click Finish to complete the wizard.