Statements - Bulk Actions

Use this option to print or email Statements for multiple members based on their transaction types

Quick Guide

Step 1 - Navigate to Financials and select Statements

Step 2 - Click + Statements button

Step 3 - Select Generate Statements fields then click +Create button

              Date Selection - choose By Dates or By Month then select From/To Dates or Select Month

              Select Accounts - choose the accounts to be shown on the Statement along with the Due Date. Complete Due Date only if the transactions on the

              statement must be paid by this date (usually used for charge to accounts as invoices have their own due date)

              Detailed - optional

              Note - type in any required note that is to show on every statement

Step 4 - A Statement Generation box will show in the top right of your screen showing the Process - % status. Once this box changes to Complete 100% click on the magnifying glass icon to view the Statements batch.

Step 5 - In Statements : Batch screen select Select any or all of the Statements to apply an Action

Step 6 - Click on Bulk Action Menu and select action item from drop down menu (E.g.  Export Statements, Send Message, Email Account Statements, Print Statements, Change Date, Delete Statements, View Selected Statements or View Associated Members).

Step by Step Guide

Step 1 - Navigate to Financials and select Statements

Step 2 - Click + Statements button

Step 3 - Select Generate Statements fields

                Date Selection - choose By Dates or By Month then select From/To Dates or Select Month

                Select Accounts - choose the accounts to be shown on the Statement along with the Due Date

                Detailed - optional

                Note - type in any required note that is to show on every statement

Note: By Month statements can't be created until the 1st day of the following month - i.e. January statements can't be created until 1 February.

Note: Complete Due Date only if the transactions on the statement must be paid by this date (usually used for charge to accounts as invoices have their own due date)

Subscription accounts - Membership and ad-hoc invoices usually have their own due date set. Only set a due date here if you wish for the statement to be payable by a specific date.

House or Charge To Accounts - If the account is set up with a due date for payment (i.e. number of days after statement is created, this will fill automatically - it can be changed). Due Date and Total Due will only show if there is a balance greater than zero.

Prize Ledger - This would be created for member information only

Step 4 - A Statement Generation box will show in the top right of your screen showing the Process - % status. Once this box changes to Complete 100% click on the magnifying glass icon to view the Statements batch. 

Step 5 - In Statements : Batch screen select Select any or all of the Statements to apply an Action

Step 6 - Click on Bulk Action Menu and select action item from drop down menu

(E.g.  Export Statements, Send Message, Email Account Statements, Print Statements, Change Date, Delete Statements, View Selected Statements or View Associated Members).