Date

 

The Date check box determines whether dates will print for fee transactions included on the statement.

10/08/21  Initial conference with client.                    1.00       n/c

10/15/21  Letter to accountant requesting tax returns.        .40     50.00
          Letter to Smith London & O'Neill requesting
          financial net worth of spouse.                      .40     50.00
          Letters to banks and brokerage firms requesting
          status of accounts.                                1.25    156.25

Select this check box if you want the date printed for fee transactions included on the statement. The date only prints once for each day.

Clear this check box if you do not want the date printed for fee transactions included on the statement.

Note: You cannot select the Date check box if the Paragraph Format is Total. The Date check box is not available if the Summary Fee Format is specified.