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Statement Settings

How to configure your statement settings by subsidiary/entity in Tesorio

Updated over 2 weeks ago

Your statement settings determine the global identifying information on your statement templates. These can be set by subsidiary/entity by navigating to Administration > Subsidiaries and selecting Statement Settings for the active subsidiary you want to configure.

Once in your Statement Settings, you can configure:

  • How you want your company name to appear on statements

  • The font on the statement

  • The memo you want on your statements (this can be shut off in statement templates)

  • The logo you want to appear on statements

Additionally, if you have a subsidiary already configured, you can easily copy those settings using the Quick copy function.

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