Setting Up Statement Scheduler
Setting Up Statement Scheduler
Users can set up a recurring schedule to automatically produce statements for their homeowners. This feature allows statements to be scheduled by choosing one of four frequencies (annual, semi-annual, quarterly, monthly) with the desired start date.
NOTE: Since billing frequencies and settings may be different for different assessments and groups of homeowners (sections), multiple schedules may be set up.
To set up a schedule:
Select File > Statement Scheduler. If you are using universal navigation, click Accounting > Billing & Statements > Statement Scheduler.
Click New.
Enter or select the following criteria in the following screen sections, then click Save:
Association
Schedule
Generate
Homeowner Criteria
Due Date Information
Statement Messages
NOTE: The parameters for set up are like the Print Statement function described in Printing Homeowner Statements with some slight differences. The distinct differences are the date range settings, which offer a choice of options that do not need to be modified (e.g., From First day of Next Month to Last day of Next Month). There are also added filters that allow inclusion of homeowners by section or exclusion by homeowners by status.
A list of saved scheduled statements will appear on the Statement Scheduler screen. This list will show all active schedules and give details of the Next Run and Last Run dates. Statement schedules may be edited or deleted from this screen.
