Select the subledger to use when creating scheduled statements.
Follow these steps to use subledgers when scheduling statements:
In CINC, go to File > Statement Scheduler.
OR
In CINC with universal navigation, go to Accounting > Billing & statements > Statement scheduler.
The Statement Scheduler page displays. Click New.
The Statement Parameters page displays. Complete the following fields:
Statement Type: Select the type of statement to generate.
Ledger: Select the option that determines how the statement groups ledger activity:
All Ledgers: Generates statements for all assessments with a separate page for each subledger and a page for the main ledger.
Combined Ledgers: Generates a single combined statement for all ledgers.
Main Ledger: Generates statements only for assessments not associated with a subledger.
Subledgers: Replaces the Assessment Type field with the Subledger Type field.
Subledger Type: Select the subledger types you want separate statements for. This field replaces the Assessment Type field when Ledger is set to Subledgers, and supports multiple selections.
Click Save.
A list of saved scheduled statements displays on the Statement Scheduler page. This list shows all active schedules and gives the Next Run and Last Run dates. You can edit or delete a statement schedule.