Review Statement Batch Items

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

  1. Select the Batch number on the Statements Batch Dashboard.

  2. Select View Batch Items.

  

  1. Use the checkbox field to Remove or Modify Selected Items.

  2. 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.
  1. On the View Batch Items screen, the Separate by Filter must be Guarantor and only for Statement Errors.
    1. Statements > Statement Batch Number > View Batch Items link
  2. Select the items to Reset the Cycle Days.
  3. Select the Reset Cycle Days button.
  4. A Validation Warning will display with the Guarantors that will have their Cycle Days reset.
  5. The Cycle Days will reset on the Guarantor Dashboard.



    • Related Articles

    • Manually Batch and Upload Statements

      If you created a Test Statement and/or Invoice Batch, delete it before creating your first Statement or Invoice Batch to mail. Visit this link for documentation: Delete a Statement/Invoice Batch. From Statements on the Left Side Menu, select Create ...

    • Statements/Invoices Overview

      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 Statement/Invoice Test Batch and ...

    • Use the Job Scheduler to Batch Statements

      Create a job to run Statement batches From Admin on the left side bar, select Job Scheduler Select Add. Run Function: Select Batch Statements from the dropdown. Batch: Choose one of these Options: Statements/Invoices: Batches both Statements and ...

    • Delete a Statement/Invoice Batch

      Deletion of a Statement Batch can only be deleted by a User with Admin permissions or one who has been given the permission by a Site Admin. If you cannot review the Statement Batch within the day, delete the batch so it may be rebatched with the ...

    • Statements/Invoices Management Dashboard

      The Statement Management Dashboard provides breakdowns of the batch counts, dollar values associated with the batches, and the status of the batches. Before Statements/Invoices can be sent, Profiles must be set up. Learn More: Statements/Invoice ...