Managing Your Practice > Using the PracticeWorks eServices
To prepare and send statements through the ExpressBill service:
From the File menu, select Print > Statements > Prepare statement run... A status box is displayed while PracticeWorks prepares the statements.
Do NOT select the Begin printing when done option for electronic statements.
When the statements are ready to be printed, a message is displayed.
Click OK. The statements are added to the Statement Queue.
From the File menu, select Print > Statements > View statement queue... The Statement Queue window is displayed.
Select Send electronically.
Click Print all unprinted on the bottom left of the window. This creates the electronic statement file to be sent to ExpressBill. ExpressBill’s XCOMM software appears on your screen:
Click Transfer Files. The File Transfer window is displayed.
Select the account number, and click Transfer. Your modem connects with ExpressBill and begins the transfer.
Setting up your practice for FTP transfers via the Internet results in faster transfer times.
When the transmission is completed,
click the Done button to confirm
that the file was sent successfully. The Transmission Summary window
is displayed.
If the transmission is successful, the word Success appears in the
Status column on the left. If the transmission is not successful,
the word Failure appears in the Status column.
The XCOMM program automatically places a copy of the file you sent in the C:\xcomm\archive directory. After you exit the program, you are prompted to remove from the Electronic Statements folder.
It is recommended that you remove the file to prevent the possibility of duplicate statements being sent the next time you process a statement batch.