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.



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