Arise Software Ltd

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17. October 2018 11:56
by Admin
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Custom Statement

17. October 2018 11:56 by Admin | 0 Comments

To create your own custom statement:

Export the statement list:

Open the exported file and format the columns E,G,H,I,J,K:

Use the file to mail merge with the attached MS Word document.

1.csv (347.00 bytes)

CustomStatement.docx (24.37 kb)

How to mail merge: https://www.google.com/search?q=how+to+mail+merge+with+ms+word

Format the document to suit. For windows envelopes, adjust the top placement of the name/address until it fits inside the window.

 

 

12. September 2018 10:22
by Admin
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Succession Letter Customisation Example

12. September 2018 10:22 by Admin | 0 Comments

Here is sample code to format the shares and money:

="Your Shares " + ToShares.ToString("#,##0.0##########") + " Your Money $" + ToSuccAmount.ToString("N") + " from " + FromFirstname + " " + FromSurname + "’s."

Here are some references on the ToString function: