Statement Run Report
The Statement Run report generates when you select the Update Last Statement Dates check box on the Statement Options window, and you select Yes on the Did Statements Print/Export Correctly? message. The Statement Run report automatically generates when an individual demand statement or a batch of statements is printed or exported in NextGen® Enterprise PM. The report shows information for each account in the statement run.
The Statement Run report can also be manually generated before printing or exporting a demand statement or a batch of statements.
A report that is run prior to generating statements can be used to:
- Review which accounts are in the current batch and are ready to have a statement generated.
- Review the Credit Balance column on the report to identify accounts that should have their credit balance resolved prior to generating statements.
- Review the Statement Counter column on the report to identify accounts that should be processed for bad debt and go to collections prior to generating statements.
- Compare to the report that is automatically generated after the batch is printed or exported. This is a way to verify that the Next Statement Print Date and Statement Counter parameters are updated correctly after the statements are printed/exported.
For more information on Statements and the Statement Run report, refer to the Billing and Collections User Guide for NextGen® Enterprise PM.