Address Corrections on the Statement/Invoices Management Dashboard

Address Corrections on the Statement/Invoices Management Dashboard

Address Corrections on the Statement/Invoices Management Dashboard

Address Corrections - Needs Changed/Do Not Mail Panel

Addresses in the Address Corrections panel of the Statement Management screen need to be reviewed.

  • Either the System could not determine which address to update, or Statements were marked as Do Not Mail in Exact Plus.
  • Select the View All link to manage these corrections.

Change Type: Needs Changed

  1. Select the View All link.

  1. Use the Filter Criteria to view address change recommendations.
  • Change Type: Needs Changed (Default)
  • Status: Loaded (Default)
  1. Use the Lookup icon in the Guarantor column to find the Guarantor ID.
  • Once the Guarantor is selected the Guarantor Name will change to the Guarantor ID.
  • You can modify several addresses simultaneously.
  • If you do not want the address changed, change the Status to Skipped.

  1. Select the Change Addresses button to make the address changes that you have not marked as Skipped.
  • If the Guarantor has not been selected, the address will not update.
  • It will remain as loaded until it is changed to Skipped or the Guarantor ID has been selected.

  1. The changed address line Status will change to Complete with a green check mark in the Address Changed column.


Change Type: Do Not Mail

These Statements were not mailed. Changes need to be made before they can be mailed.


Statuses

  • Loaded: Addresses that need to be reviewed. This is the Default Status of a Correction.
  • This Status can be Changed to Complete after the address change is made or Skipped.
  • Complete: These are addresses that have been updated.
  • Skipped: No change is made, and you don't want this item to appear on the list anymore.

Tags: address corrections,smartsheet,correct address


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