UB> Maintenance> Statement Message

Statement Message Maintenance

 

Summary

 

The Statement Maintenance window is used to create and maintain messages that can be attached to New Billing and Past Dues statements. Once message statements have been created, they can be attached to statements using the Statement Setup Maintenance window (UB> Utilities> Statement Setup). Messages can also be attached to statements when they are being generated in Past Dues (UB> Past Dues> Statement Settings) and New Billing (UB> New Billing> Statement Settings).

 

Related Links

 

Click here for information on statement setup.

 

Step by Step

 

1     Open the Statement Message Maintenance window (UB> Maintenance> Statement Message). 

 

  • The Statement Message Maintenance window will only display messages that have been created in the Statement Message Maintenance window. Messages manually entered into the Message Line fields of the Statement Setup Maintenance window (UB> Utilities> Statement Setup> Miscellaneous tab) will not display in the window.
  • Highlight a message in the left section of the window and the fields in the Maintenance section will populate with the information of the selected message.
  • Click the Delete icon to delete the selected message.
    • If the message is attached to a statement, the message will stay on the statement (UB> Utilities> Statement Setup> Miscellaneous tab> Message Line fields), but the message will be removed from the Statement Message Maintenance window.
  • Click the Create icon to create a new message. This will add a new line item to the left section of the window and the fields in the Maintenance section will be empty.

 

2     Create a new message. 

 

  • Select which kind of statement you would like to attach the message to in the Attach To drop-down menu.
  • Enter a Message.
    • The message can be a little over five hundred characters in length.
    • You can cut, copy, and paste text into the Message field using the MS Word shortcut keys or right mouse click menu options.
      • For example, if you would like to paste in text that has been copied from another document press CTRL+V to paste the text into the Message field. You can also paste text into the field by right clicking on the mouse and selecting Paste from the menu that pops up.
      • You cannot paste images into the Message field.
  • Click the Save icon when complete to save the new message.