Allows you to print a Financial Statement Cover Letter (CPA letter) in front of your financial statements.  

1. Setup default form letter (hint: use Substitution Codes to help setup)
   
   
2. In the General Ledger module > Master Files Maintenance > Company >  Company Options > Financial Reporting tab > Advanced tab select the Company for the Cover Letter in the Company # for Cover Letter.
3. Exit Pak Accounting and re-enter.
4. Menu Item Cover Letter under Financial Reports is now an available option to print.  It is also available to print in Report Catalog.

Use this menu to customize your W-9 cover letter. The W-9 form itself cannot be adjusted. Use the folder icon to browse to the GLN32 > WPFORMS folder to select your template. To insert a field: insert your cursor where you want the field, use the drop down on the right-hand side to select the field you want to insert, then click on the Insert Field button to insert it.

The Workers Comp, Insurance, and Vendor letters are an rtf form letter, in GLN32 > WPFORMS >. Select the Letter option, then click on the Yellow Folder icon to select your letter template. Use the Insert Field option on the right to add any needed fields.

This default letter is used with the Accounts Payable Draw Date feature.

See Bank Reconciliation > Unclaimed Property Reporting for more information on this process.

The Division order form is an rtf form letter, in GLN32 > WPFORMS.  The form letter is an agreement (contract) between the owners and the operator to confirm all the DOI information.  Printed in Revenue > Billing Division of Interest.

NOTE: The Property/Deck # option in the letter will leave the Deck off the Division Order letter only if the First Purchaser option in Company Maintenance > First Purchaser tab - Always use Blank Deck option is checked.

This is to be used with the Revenue/Billing module's Division Orders Reports.

This is to be used with the Revenue/Billing module's AFE Reports.

Add-On: Letter to send to Operators when connecting new properties or per contract changes.

In progress