Corporate Client Statement Tab 3

This tab appears when you click Next from Corporate Client Statement Tab 2. Use this tab to complete corporate client selection.

NoteNote

Only those corporate clients who met the criteria entered on the first corporate client statement tab are displayed. Any corporate client selected from the grid receives a printed statement, regardless of activity.

ClosedFields

Client ID

Display only. Identifies the corporate client by ID.

Description

Display only. A brief description or descriptive name for the selected Client ID.

Select

A checkmark in this column indicates the corporate client is marked for selection and will be considered when statements are printed. Use this column to mark each corporate client, one by one, or check the box in the column header to mark all corporate clients at once.

See Also

Corporate Client Statements Overview

Corporate Client Statement Tab 1

Corporate Client Statement Tab 2

Corporate Client Statement Tab 4

To Process Corporate Client Statements

Required Setup

Effect of Global Policies

Effect of Property Policies

Statements Tab

Processing Overview

 

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