Financial: Run Middle of the Month - Statements

Financial: Run Middle of the Month - Statements

Financial: Run Middle of the Month - Statements

To run a Middle of the Month Statement batch:
From Launch Pad, access Order Management
From the Finance menu, click the Statements menu

1. Click the Pick Accounts button
Review the list of auto-selected Accounts and modify the list as needed to include or exclude accounts for which you want to generate a Statement
2. Click the Select These Accounts button to process the Account Statement(s) batch.

3. After the Account Statement(s) batch has been processed, click the Generate Statements button.
4. Then click the Middle of the Month menu item. 

5. Once the PDFs have been created, you can access Mid-Month Statement Download at the top of the screen.
Review the PDFs to confirm formatting and information is accurate. 
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