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.
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