Set Up for Archived Budget Letters

Help Guide for NextGen® Enterprise PM 8

View an Archived Budget Letter

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to search the desired account. Select Find. All existing accounts appears in the Account List section. In the Account List, double-click to open the account. The Account Profile window opens. Select the Notes tab. From the Folders list, expand the Letters folder, and then select the Budget folder. Select the letter, and then double-click the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print options are not available on the Letter Preview toolbar. To close the Letter Preview window, select Close Preview. Parent topic: Archiving Budget Letters

Help Guide for NextGen® Enterprise PM 8

Create an Archived Budget Letter

Open NextGen® Enterprise PM. Print or Export Batch Budget Letters. Select the Update Budget Dates check box, and then select the Print or Export button. A confirmation message appears stating that the letters printed or exported correctly. Do the following: If the letters printed or exported correctly, select Yes. An image of each budget letter is now archived in the guarantor’s Account Profile, on the Notes tab, in the Letters > Budget folder. If the letters did not print or export correctly, select No. An image of the budget letter is not archived. Parent topic: Archiving Budget Letters

Help Guide for NextGen® Enterprise PM 8

Archiving Budget Letters

Budget letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the guarantor’s Account Profile. When a budget letter is archived, you can view the image, but you cannot reprint or delete it. Note: Budget letters have a Reset Print Date option that is used to reprint or export batch letters. If you reset and reprint or export the batch letters, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Set Up for Archived Budget Letters You can set up archived budget letters in NextGen® Enterprise PM. Create an Archived Budget Letter You can create an archived budget letter in NextGen® Enterprise PM. View an Archived Budget Letter You can view an archived budget letter in NextGen® Enterprise PM. Parent topic: Print or Export Batch Budget Letters

Help Guide for NextGen® Enterprise PM 8

Set up for Archived Budget Statements

To archive budget statements, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select the Budget Statement check box from the Archive Statements list. To save changes and close the window, select OK. Parent topic: Archiving Budget Statements

Help Guide for NextGen® Enterprise PM 8

Setup for Archived Recall Letters

To setup for archiving Recall Letters, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. In the Archive Letters field, select the Recall check box. To save changes and close the window, select OK. Parent topic: Archiving Recall Letters

Help Guide for NextGen® Enterprise PM 8

Set up for Archived Collection Letters

To archive Account Collection or Encounter Collection letters, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select Demand Account and Demand Encounter from the Archive Letters list Select OK. Parent topic: Archiving Collection Letters

Set Up for Archived Budget Letters

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