eServices > Using the Automated Statements Service > Using Automated Statements > Additional Automated Statements Options

Regenerating Automated Statements

To regenerate Automated Statements for a specific day:

1. Select Reports > Accounting > Statements > Electronic > Rerun Automated Statements. The Automated Statements window is displayed.

2. In the Account Search section, type the start and ending account names for the statements you need to print.

3. In the Date section, click the arrow button and use the calendar to select the date.

4. In the Statement Message field, type a note, if necessary.

5. Click OK. The Automated Statements List window is displayed.

6. Select from the following options:

7. To change the sort order:Click the column label.

8. To exclude a statement:Deselect the checkbox in the Account Name column.

9. To display additional information:Select the account. The information is displayed in the Additional Information section of the window.

10. To include a statement note:Select the account and type the note in the Personalized Statement Note for Selected Account field.

11. To edit the account information:Select the account and click Edit Acct. The Account window is displayed. Edit the record and click OK.

12. To preview statements for specific accounts:Select the accounts and click Preview.

13. To preview statements for the selected accounts:Click Preview All.

7. Click Send. The Output Options - Electronic Batch Summary window is displayed.

8. Select Printer and click OK. The Electronic Batch Summary report is printed, and a message, informing you the report is generated and asking you to transmit the statements, is displayed. Click Yes.

9. To transmit the statements again, see Transmitting Automated Statements.