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Print or Export Batch Budget Statements

To generate budget statements in NextGen® Enterprise PM, the Budget Communication method must be set to Budget Statements in Practice Preferences > Budget Accounts.

  1. Open NextGen® Enterprise PM.
  2. From the File menu, select Print Forms, and then Budget Statements.
    The Budget Statement Generation window opens.
    The Budget Statement Options settings are the pre-defined settings in Practice Preferences > Budget Accounts.

  3. Review the default Budget Statement Options settings and make modifications, if needed.
  4. Do one of the following:
    • To preview the budget statements prior to printing or exporting, select Preview.
    • To print the budget statements, select Print.
    • To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export.
  5. Select the Update Budget Dates check box.
    A confirmation message appears stating that the statements are printed or exported correctly.
  6. If all budget statements in the batch are printed or exported correctly, select Yes.
    The system updates the following on the Account Profile for every guarantor in the batch.
    • The Last Letter Type and Last Letter Sent On fields are updated on the Budget Details window.
    • If enabled, a Budget Statement Printed significant event is recorded in the History section on the Budget tab, which is also seen in the History folder on the Notes tab.
    • If enabled in Enterprise Preferences > General, a copy of the budget statement is archived to the Budget Statements folder on the Notes tab.
  7. To close the window, select Close.
Print or Export Batch Budget Statements