A handy new option gives you the capability to run Statements by the Current or Past Due Balance, enabling you to meet your client’s specific billing needs. When it’s time to run Statements, you can now easily limit production to those over a certain dollar amount, or avoid sending past due notices for current charges. 


Here’s how to get started.


Step 1. Navigate to Accounting > A/R > Process Statement.


Step 2. Check the box on the right hand side corresponding to the Association for which you need to run statements.



Step 3. Click the Process Selected Items button to generate the statements and open the Create Statement Batch window.



Step 6.  Complete the Fields below in the Create Statement Batch window. 


NOTE- These parameters are all optional and you can use only the one you need and leave the others blank. No value entered will equal no limit. 


Statement Detail

  • Current Balance- Use this field to enter a Minimum and/or Maximum amount for the Current Balance. 

  • Past Due Balance- Use this field to enter a Minimum and/or Maximum amount for the Past Due Balance.



Step 7. Click the Save button to finalize your choices.


CLICK HERE to learn more about processing Statements.