VisualDLP - Closing the Month and Printing Statements Instructions

VisualDLP - Closing the Month and Printing Statements Instructions

Note:  if you want to automatically print statements you should have QZ Tray installed and running and have configured a default printer for statements in My Settings Setting Up Printing in VisualDLP

Follow these steps to Close the Month and Print Your Statements. 

1.  Log into VisualDLP and from the Launch Pad, click to access the Order Management module

2. Click on Finance menu and select Statements from the sub-menu

3.  Click the Pick Accounts button.  Pick Accounts will provide a list of all Accounts. This will give you a chance to exclude accounts you do not want to generate a statement for due to credit balances, no activity, etc.  Wait while the list of accounts generates.

4.  Select the accounts to generate Statements for.  Zero balance because of Inactivity or Credit Balance will not be selected.

5.  Click Select These Statements.  Your statements will process and you will receive an email when complete.  You can also check the statement process by revisiting the statement page and seeing how many are complete.  Expect 6-8 seconds per account.

6.  Once the statements are done, you will find a new entry for the billing cycle you just closed.  You can click the download button or the print icon.  

Click the printer icon to select the statements to print.  If you need to restart at a certain account you can use the select/de-select all and restart.

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