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. Use the Filter Criteria to view Needs Changed. The default is Needs Changed.
  2. The Status defaults to Loaded.
  3. Use the Lookup icon to find the Guarantor.
  4. Select the Person number.
    1. The Guarantor column will now show a number instead of the name.
  5. If you want to change more than one, continue working the list by finding the Guarantor.
  6. If you do not want the address changed, change the Status to Skipped.
  7. Select the Change Addresses button to make the address changes that you have not marked as Skipped.

Change Type: Do Not Mail

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

Statuses

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

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