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 that has been created.
• After uploading the Statement Test Batch(es), it will take about 2 weeks to receive a proof for your approval and sign-off.
• The Statement Department will create a User Name and Password to the eTactics website where you can view and print the proof.
• Sign-off and fax the approval back to eTactics.
• When the Statement Department receives the final approval, they will switch you from Test to Production for Statements.
  
• If the proof approval is received before 3:00 PM, it will be sent to code review the same day and moved into production the next business day.
  
• If the proof approval is sent after 3:00 PM, the code review will occur the next business day and moved into productions the following business day.
• Live Statement Batches can now be created and uploaded.
• To create the Statement Test Batch, follow these instructions: Manually Batch Statements.

• Before sending your first batch of Statements, delete the Statement Test Batch: Delete a Statement Batch

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