Page 2 - How do I Use Statement Groups

Using Statement Groups

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1. Click the General Info Links menu.

2. Select the Correspondence Options item.

The Correspondence Options tab is added and displayed.

3. Click the Statement Group
menu.

4. Select a named group
from the list.
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The default value for Customers is All
Statement Groups. You must add the
customer to a specific named group if
you would like the customer’s
statement to be included within
group’s single statement.
5. Click the Save button.
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Creating and Sending Statements for a Statement Group

Refer to the How do I Create Customer Statements? job aid for more information and policy about generating customer
statements.

Navigation

Navigator > Accounts Receivable > Customer Interactions > Statements >

Create Customer Statements

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents