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Statements – Setup – Account Details

Provides a detailed view of how all the accounts in a region are set up for each account. It shows if the account has been set up for statements, and the type of statement, i.e., email or post. It shows the email and post details and will show any errors…

Statements – Batch Delete – Dashboard

To delete the last statement batch, go to Communications->Statements->Statement dashboard Select the region Click on ‘Delete last batch’, which takes you to the ‘Delete batch’ page From the ‘Delete batch’ Select ‘Yes’ or ‘No’ for ‘Proceed with deleting batch’ Click on the ‘Submit’ button A ‘Statement’ batch job (ref Batch…

Statements – Create – Dashboard

Navigate to the Dashboard at Communications->Statements->Statement dashboard When creating a statement batch, Select the region Click on ‘Create new batch’, which takes you to the ‘Create new batch’ page From the ‘Create new batch’ Select ‘Yes’ or ‘No’ Automatically close batch If the batch is set to No the batch…

Statements – Setup – Account

Prior to running statements for the first time, you need to setup a ‘Statement letter template’, which is used to generate the statements. The template is setup using a built-in text editor, where you can setup the statement in any format you like. You use keywords, which are used to…

Statements

The statements menu is available to all users (ref user guide). Only a ‘Collector Manager’ can create or delete a statement batch.

Communications

Volume communications are managed through this option with the harnessing of Statements, Dunning and Bulk Communications.
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