Use Job Scheduler to Batch Statements

Use Job Scheduler to Batch Statements

Create a Job to Run Statement Batches

 

From Admin on the left side bar, select Job Scheduler

  1. Select Add.

  1. Select Batch Statements from the Run Function dropdown.

  2. Batch: Choose Statements/Invoices, Statements, or Invoices to run in this batch.

  3. Upload after Batching:

  1. This field may be grayed out with None in the field.
  1. The field may be a dropdown to choose from.

      • None

      • Clean Batch

      • Clean and Exception Batch

  1. The field may have a checkbox for Upload after Batching: Check to Upload Batch after creating it which is not recommended if you are using Exception Batches.

  1. Use the Criteria to define the Batch further.

    • Amount Rules:

      • If the System Setting (MINBALANCE) is higher than the minimum on the Job Scheduler, the System Setting overrides the Job and determines the minimum.

        • Example: If the System Setting = 10 and the Job minimum = 5. The System Setting will be used for Statement creation.

      • If the Job setting Minimum is higher than the System Setting Minimum, the Job setting will determine the minimum.

        • Example: If the System Setting = 10; Job minimum = 20, the Job Minimum will be used for Statement creation.

      • If the System Setting is blank, the minimum on the Job will determine the minimum.

      • The Job Setting for a Max balance to be batched will always determine the max balance since there is no System Setting for Max (only for Min).

      • Do not use Amount due >= 0.00 AND Amount Due <= 0.00 because the Batch will not run.

  1. Pattern: Choose how often and on what day(s) to run the Statement job.

    • Running the Statement job at lease once a week is recommended.

    • However, running them daily is the best option for reducing days in A/R and distributing the workload across the month.

  1. To run Statements everyday, choose Weekly, and select the Mon, Tues, Wed, & Thurs.
  1. It is not recommended to run/upload Statements on Friday, Saturday, or Sunday because Statements are not processed over the weekend.

  1. Range:

  1. Enter the date you want the Statement job to begin.
  1. Enter the time of day you want the batch to run.

      • It is recommended that you run the Statement batch before noon Eastern Time to ensure that your Statements are processed the same day and mailed the next day.

    • Select No End Date for the job to run indefinitely.

  1. Click Save[F2].



Pin to Home Dashboard

To provide a visible alert that there are Statement Batches that need to be reviewed, pin this panel to your Home Dashboard.

  1. From the Statements Management Dashboard, use the push pin to display the Statement Batches To Be Sent/Processed panel to the Home Dashboard.

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