NextGen Knowledge Center

Filter Batch Statements by Enterprise

To filter batch statements by enterprise, do the following:

  1. Open NextGen® Enterprise PM.
  2. Select File > Print Forms > Statements.
    The Statement Options window opens.
  3. Select the Enterprise tab.
  4. Do one of the following:
    1. To include all enterprises in the batch, select the Include ALL records of this type check box.
    2. To select the enterprises to be included in the batch, select Open Record .
    The Enterprises window opens.
  5. Use Add and Remove buttons to select enterprises from the Available section on the left to the Included section on the right.
  6. To save changes and close the window, select OK.