Use this tab to enter the criteria used to generate and print statements.

Select Properties

Click to select properties from the Select Properties tab. The report runs for all selected properties.

Letter Type

The display-only letter type (defaults to Statements).

Document

From the drop-down list, select the document you want to print. Documents are established on the Create Data Template Tab.

Note

The Document list shows only the letters that are available to be printed for the selected property or properties, based on letter restrictions set up on the Form Letters Tab. When multiple properties are selected, only letters that are allowed for all of the selected properties are available to be printed.

From Date

Type the first day of the date range for which you want to print statements (mm/dd/yyyy). Or use the Calendar Button to display a date.

Thru Date *

Type the last day of the date range for which you want to print statements (mm/dd/yyyy). Or use the Calendar Button to display a date.

From Building

Type the first building number of the building range for which you want to print statements. Or use the Select Unit Tab to select the building number.

To Building

Type the last building number of the building range for which you want to print statements. Or use the Select Unit Tab to select the building number.

From Unit

Type the first unit number of the unit range for which you want to print statements. Or use the Select Unit Tab to select a unit number.

To Apt

Type the last unit number of the unit range for which you want to print statements. Or use the Select Unit Tab to select a unit number.

Include Current Residents

Use the drop-down to determine if and when current status residents should be included when statements are processed.

Always—(default) always include Current resident regardless of their balance due.

Sometimes—only include Current residents if they have a balance due.

Never—never include Current residents regardless of their balance due.

Include Applicants

Use the drop-down to select if and when Applicants should be included when statements are generated and printed.

Always—always include Applicants regardless of their balance due.

Sometimes—(default) only include Applicants if they have a balance due.

Never—never include Applicants regardless of their balance due.

Include Previous Residents

Use the drop-down to select if and when Previous status residents should be included when statements are generated and printed.

Always—always include Previous residents regardless of their balance due.

Sometimes—(default) only include Previous residents if they have a balance due.

Never—never include Previous residents regardless of their balance due.

Include Wait List Applicants

Use the drop-down to select if and when Wait List Applicants should be included when statements are generated and printed.

Always—always include Wait List applicants regardless of their balance due.

Sometimes—only include Wait List applicants if they have a balance due.

Never—(default) never include Wait List applicants regardless of their balance due.

Balance Over

Print statements for residents and/or applicants whose balance due is over this amount. Type an amount (format 0000.00).

Include Cancelled Applicants

Use the drop-down to select if and when Canceled Applicants should be included when statements are generated and printed.

Always—always include Cancelled applicants regardless of their balance due.

Sometimes—only include Cancelled applicants if they have a balance due.

Never—(default) never include Cancelled applicants regardless of their balance due.

Suppress Email

A check box indicator used to determine if the Statement file should be emailed to a designated email recipient.

Checked—disables the email fields: From Email Address; Email Subject and Email Body.

Unchecked—(default) enables the email fields: From Email Address; Email Subject and Email Body.

From Email Address

The display of this field is determined by the Suppress Email option.  If email is used, enter the email address of the sender into the field in the standard format name@company.com.

Email Subject

The display of this field is determined by the Suppress Email option. If email is used, type an email subject line.

Email Body

The display of this field is determined by the Suppress Email option. If email is used, type the content of your email message within the open text box.

Use this tab to complete resident selection. Only those residents who met the criteria entered on the first statement tab display. Any resident selected from the grid receives a printed statement, regardless of activity.

Property

The property ID. For example, ABC. Click the column header to sort the list.

Bldg

The building ID. For example, 01. Click the column header to sort the list.

Apt

The unit number. For example, 101. Click the column header to sort the list.

Name

The name of the resident receiving the statement. Click the column header to sort the list.

Status

The lease status of the resident receiving the statement. Click the column header to sort the list.

Balance

The amount of balance due to print on the statement. Click the column header to sort the list.

Select

Mark the residents to print statements for. Check them one by one or click the header to select them all at once.

Use this tab to determine the output criteria for printed statements.

Address

Select the address type to use for printed statements.
Options: Primary, Mailing, Billing, Statement or Other

Sorted by

Select how to sort the printed statements.
Options: Apt or Zip Code

Activity

Activity works in combination with the Type of Listing selection to control Statement output.
Options

Type of Listing

Determine the amount of detail printed on each statement.
Options: Detail or Summary
Default: Summary

# of Copies

Enter the number of copies to print for each statement.

Message

Open text field used to type a personal message to the resident receiving the statement.