Disbursements generate owner and creditor statements through Send Assist. To regenerate statements at a later date follow these steps.
- Go to the main menu, click Tools, then select Send Assist. Once open, then close. If there are any statements remaining in Send Assist this message displays:
- Click Yes to remove all statements. This ensures only the batch you require is reprinted.
- Go back to the main menu, click Reports then Statement.
- The Statement – Report window displays. Under Report, Type: choose which type of statement you wish to generate. Choose from the following list:
- Then select which batch of statements (A batch is when you complete a disbursement) to generate.
- Click OK
- Send Assist reloads with the statements for printing or emailing.
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