On-Line Statement Production

Statements may be produced on-line as well as in batch. To produce a statement on-line, simply go to the Statement page, select the correct Construct ID and choose the Generate button.

This statement will include the financial information related to bills for the accounts and service agreements linked to this construct, with the following criteria:

  • The bills do not already appear on a statement
  • The bill dates fall within the "effective period" for the statement construct. In other words, the bill falls within the start and end period for the statement construct details.
Fastpath:

Refer to Statement Maintenance for more information.