Statements - Bulk Action via Smart Search - Members with Owing House Account Balance

Use this option to print or email Statements to members who have an owing balance on their House Account that is greater than or equal to a certain amount via Smart Search.

Quick Guide

Step 1 - Navigate to Smart Search > Members > Next: Build Criteria

Step 2 - Enter House Account Criteria Fields:

                    Field Section - Financial

                    Field Name - Select House Account Account Type

                    Field Operation - Equal to

                    Field Value - Select House

Step 3 - Click +Criteria button

Step 4 - Enter House Account Balance Criteria Fields:

                    Field Section - Financial

                    Field Name - Select House Account Balance

                    Field Operation - Greater than or equal

                    Field Value - type in minimum amount statement is to be generated from - e.g. 10.00

Step 5 - Click +Criteria button

Step 6 - Select Next: Preview Results

Step 7 - Select members - tick the Select All box or select members individually

Step 8 - Click on Bulk Action Menu select Financials then Create Statements

Step 9 - Select Generate Statements fields then click +Create button

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

                    House - tick Select box and select Due Date using calendar icon button

                    Detailed - optional

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

Step 10 - Click Yes on Confirm Request message. 

Step 11 - A Statement Generation box will show in the top right of your screen showing the Processing - % status. Once this box changes to Complete - 100% click on the magnifying glass icon to view the Statements batch.

Step 12 - In Statements : Batch screen select statements you wish to apply an action to (i.e print, email, etc) 

Step 13 - Click on Bulk Action Menu and select Print Statements or Email Account Statements from drop down menu

Step by Step Guide

Step 1 - Navigate to Smart Search > Members > Next: Build Criteria

Step 2 - Enter House Account Criteria Fields:

                    Field Section - Financial

                    Field Name - Select House Account Account Type

                    Field Operation - Equal to

                    Field Value - Select House

Step 3 - Click +Criteria button

Step 4 - Enter House Account Balance Criteria Fields:

                    Field Section - Financial

                    Field Name - Select House Account Balance

                    Field Operation - Greater than or equal

                    Field Value - type in minimum amount statement is to be generated from - e.g. 10.00

Step 5 - Click +Criteria button

Step 6 - Select Next: Preview Results

Step 7 - Select members - tick the Select All box or select members individually 

Step 8 - Click on Bulk Action Menu select Financials then Create Statements

Step 9 - Select Generate Statements fields then click +Create button

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

                    House - tick Select box and select Due Date using calendar icon button

                    Detailed - optional

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

Step 10 - Click Yes on Confirm Request message. 

Step 11 - A Statement Generation box will show in the top right of your screen showing the Processing - % status. Once this box changes to Complete - 100% click on the magnifying glass icon to view the Statements batch.

Step 12 - In Statements : Batch screen select statements you wish to apply an action to (i.e print, email, etc)

Step 13 - Click on Bulk Action Menu and select Print Statements or Email Account Statements from drop down menu