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Effect of Global Policies on Corporate Client Statements

Global Policies are functions that determine how eSite responds for all properties set up within the system. Often, these provide users with defaults that lighten workload and cause business data to be processed in a consistent manner. Defaults are used as place holders—automatically assigned and displayed by the system and remain until other values are specified.

Effects

Global policies assume Corporate Clients and Statements are used and should display within the Processing menu, and that building numbers and sales tax are used. The administrator who sets up your system makes these decisions and sets the parameters for consideration on the Additional Tab while setting up global policies. The defaults on the View, Print, Wait List Tab determine if payments display as credits and how those credits should appear on reports and lists.

NOTE that an administrator can change policy settings. Caution should be exercised when altering defaults or established settings, as changes can have far-reaching effects on the way the system handles processing statements for corporate clients.

See Also

Effect of Property Policies

Corporate Client Statements Overview

Corporate Client Statement Tab 1

Corporate Client Statement Tab 2

Corporate Client Statement Tab 3

Corporate Client Statement Tab 4

To Process Corporate Client Statements

Required Setup

Statements Tab

Additional Tab

View, Print, Wait List Tab

Processing Overview