Year-End Statements: All Departments

Here is a link to a step-by-step guide for the year-end statements. It would be worthwhile for all Team Leads, Accountants, and Database team members to watch in September or October of each year.

Here is our year-end tracking sheet.

Two things to remember, not included in the video:

1. How to send YE statements via email mail merge (Shae knows how to do this. Better to queue this up via Klenty rather than Outlook though, if a CRM is not available to send them; see below)
2. Common Word mail merge formatting issues to check for & their resolutions:
   
   1. Fonts from merged data differing from rest of template -> Toggle merge field and add \*Charformat to end of code
   2. Monetary amounts showing as 20000 rather than $2,000.00 -> Toggle merge field and add \#$#,00.00 to the end of the code