Use the Job Scheduler to Batch Statements

Use the 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. Run Function: Select Batch Statements from the dropdown.
  2. Batch: Choose one of these Options:
  • Statements/Invoices: Batches both Statements and Invoices
  • Statements: Batches Statements Only
  • Invoices: Batches Invoices Only
  1. Upload after Batching:
  • This field may be grayed out with None in the field.
  • If the Exceptions Batching feature is being used, the field will be a dropdown. Select one of the following:
  • None: No Statements are uploaded automatically.
  • Clean Batch: Upload only batches that do not have any Exceptions.
  • A Clean Batch contains Statements that do not have any Exceptions or problems.
  • Clean and Exception Batch: Upload all Statement batches whether the batches are clean or have Exceptions. (Not recommended)
  • If the Exceptions Batching feature is not used, the field will have a checkbox to Upload after Batching: Check to upload automatically.
  • This is not recommended when not using Exceptions.

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

  1. Range:
  • Enter the date you want the Statement job to begin.
  • 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.

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


Learn More

Manually Batch and Upload Statements

Statement Exception Batches





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