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THE MANUAL06 THE FLEET DESK

M-66

Statements: the quarter on your own letterhead

Statements gathers the yard wins your fleet confirmed in a quarter and prints them as one PDF on your letterhead: what you bought, when each closed, and for how much. It is the document an accountant asks for and a partner signs off, made from the record rather than typed out again.

Only confirmed closes appear. A bid that did not win and a lot still open are not on it, because a statement that includes what might happen is not a statement.

This is the one room of the fleet desk that stays on the web rather than the app. Making a letterhead PDF is a desk job, done sitting down, usually at the end of a quarter, and it belongs where the printer is.