Review Statement Batch Items
After creating a Statement Batch, it is recommended that you review the Statements before uploading the Statement Batch or before mailing if you are doing the Statements in-house. Once the Statements are uploaded/mailed, these options will no longer be available.
Review Statement Batch Items
Select the Batch number on the Statements Batch Dashboard.
Select View Batch Items.
Use the checkbox field to Remove or Modify Selected Items.
Select the Remove Selected Items or the Modify Selected Items button.
Reset Cycle Days
The Remove Selected Items button changes to Reset Cycle Days after the Statement batch is uploaded.
- On the View Batch Items screen, the Separate by Filter must be Guarantor and only for Statement Errors.
- Statements > Statement Batch Number > View Batch Items link
- Select the items to Reset the Cycle Days.
- Select the Reset Cycle Days button.
- A Validation Warning will display with the Guarantors that will have their Cycle Days reset.
- The Cycle Days will reset on the Guarantor Dashboard.
Related Articles
Statement Test Batch and Proof
Test Batches must be done by your Implementation Manager or Support. Before your Statement Go-Live, a Statement Test Batch must be created and uploaded to the Statement Department. A Statement Test Batch should be created for each Statement Profile ...
Statements/Invoices Overview
Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Setting for Invoices ...
Mailed Status of a Statement Batch and View Statement History
Was the Statement Batch Mailed? Statements > History Mailed: Indicates the Statement/Invoices Batch has been processed and mailed. When was the Statement Batch Mailed? Select the Batch Number link on the Statement Batch History screen. The date and ...
Statement Batch Overview
Statement Processing Statement files are processed after 1:00 PM Eastern. Any Statement files received after this time will be processed the following workday. Statement Files are NOT processed over the weekend. Statement Batch Dashboard Details: ...
Manually Batch and Upload Statements
Manually Batch Statements If you created a Test Statement Batch, delete it before creating your first Statement Batch to mail. Visit this link for documentation: Delete a Statement Batch. From Statements on the Left Side Menu, select Create Cycle ...