Itemized Statements for Monroe Clinic accounts
can now be generated, viewed, printed, and/or emailed immediately. Simply
select the accounts you need statements for, just as you have been doing,
and click on Req. I.S. You will see a separate window listing out the
account numbers as it generates them:
and also this message:
The first window will close automatically when it finishes generating the
statements. Click OK after it closes and you can then access the
statements in the Documents window for that debtor.
The file names will be "ItemStmt-" and then the
account # (if you did multiple accounts there will be a separate file for
each one).
NOTE: As this is a new procedure, please
view the statements before sharing them with the debtor to make sure they look
correct!!! Please let Brian know if you see anything wrong or even
questionable.