About Statements
A statement is a summary of charges or credits for items you have ordered from a vendor. When you receive a statement from a vendor, you need to enter it in Horizon. This lets you track and pay for the statements you receive. It also unencumbers and expends funds for the PO lines, as necessary. You can record a variety of statements, including regular and supplemental invoices, credit memos, nontitle invoices, nontitle credit memos, and refunds. You perform statement-related tasks with the processes in the Acquisitions/Statement folder.
For most libraries, the actual payment of statements is processed by the library’s accounting agency, not the library itself. This means you will need to forward a voucher for the vendor statement (or the statement itself) to the accounting agency to ensure the statement gets paid. (For more information on vouchers, see About Vouchers.)
This section covers the following statement-related topics:
© 1998-2017 Sirsi Corporation