Auto Generate Statement Numbers in Statement Print/Email

Stay is enhanced to generate a unique statement number for the statements created for A/R Invoices via print or email.

To support this enhancement, the following changes have been made:

  • A new flag, Generate Statement Number, is added to the following areas:

    • Summary section of the Account Receivable screen

    • A/R Account Default Settings screen (A/R account ➜ All Properties ➜ Settings)

    • Accounts Receivable Invoice Defaults section in the Accounting tab (Guest Accounting ➜ Accounting ➜ Accounts Receivable Invoice Defaults).

  • A new column, Statement Number, is added to the Statement History tab in the History section of the A/R. This column displays the statement numbers generated during print/email and can be sorted.

This feature is not applicable for the statements created at the customer level by print or email.

Generate Statement Number Flag

A unique statement number is generated when statements are emailed or printed when the new flag is enabled inside the A/R, irrespective of whether the flag is enabled or disabled in the Accounting tab, and in the A/R Account Default Settings screen. Example scenarios are as follows:

  • When the flag, Generate Statement Number, is enabled in the Accounting tab in Guest Accounting, the flag is automatically enabled in the Summary section, and in the A/R Account Default Settings screen for all the A/R accounts in the property and statement numbers are generated for the statements.

  • When the flag, Generate Statement Number, is enabled in the Accounting tab and if the user manually overrides and disables the flag in the Summary section of the A/R, statement numbers are not generated for the statements.

  • When the flag, Generate Statement Number, is disabled in the Accounting tab but enabled in the Summary section, and in the A/R Account Default Settings screen, statement numbers are generated for the statements.

  • When the flag, Generate Statement Number, is disabled in the Accounting tab and in the A/R Account Default Settings screen, but the user overrides and enables the flag in the Summary section of the A/R, statement numbers are generated for the statements.

The statement numbers are displayed in the following format in email and print: Tenant-Property-Account-###, where ### is unique (the last 3 digits are expanded to 4, 5, and so on, based on the uniqueness). When statements are created at the property level by print, statement numbers are generated based on the settings configured in the Summary section of the A/R.