PAC - Published Parent Statements
Published Parent Statements Overview
This TASS.web program has the facility to 'publish' parent statements using an option in program Finance > Parent Accounts > Billing Cycle > Parent Statements on the 'Print' tab. This process should be completed during each billing cycle (regardless of whether you allow 'published' statements to be viewed in Parent Lounge).
For more information, refer to 'Auto Account Billing Checklist'.
This program will allow you to:
- Select a range of 'published' parent statements. Only 'published' statements that have been generated using the 'Publish Statements' option (in program Finance > Parent Accounts > Billing Cycle > Parent Statements) will be available.
- View, print or delete a selected parent statement.
- Delete a range of 'published' parent statements.
Search Criteria
| Fields requiring further explanation | |
|---|---|
Statement Cut-Off date | You can use this date to filter the 'published' statements that will be displayed. This is the date that was entered in the 'Transaction Cut-off Date' when the statements were published. By default, the last statement date is displayed. Use the drop-down list to pick an alternative statement date. If you want to include all 'published' statements leave this field blank. |
Parent Code | To display 'published' parent statements for a single parent enter a 'Parent Code' or use the 'Binoculars' icon. If you want to include all 'published' statements leave this field blank. |
Parent Type | To display 'published' parent statements for parents belong to a single parent type use the drop-down list. If you want to include all 'published' statements leave this field blank. |
Parent Status | To display 'published' parent statements for parents belonging to a single parent status use the drop-down list. If you want to include all 'published' statements leave this field blank. |
Statement Amount |
Use this symbol to specify the range of dollar values to include. If you want to include all 'published' statements leave this field blank. |
Published By | Use this to display 'published' parent statements that were generated by a certain user. If you want to include all 'published' statements leave this field blank. |
Published On | Use this date to select a particular range of statements based on the date they were 'published'. Otherwise, leave it blank. |
Click the 'GO' button to produce a list of statements.
Published Parent Statements screen
The 'Published Parent Statements' screen will display a list of statements based on the search criteria that you entered on the previous screen.
You can sort the records displayed in the 'Published Parent Statements' screen by clicking on the headings at the top of the screen.
Click the 'View' action link to view and/or re-print a statement.
Click the 'Delete' box for any 'published' statements that you want to delete and then click the 'Delete Selected' button.
To delete all of the 'published' statements that you have selected, click the 'All' button then the 'Delete Selected' button.
Important!
Deleting removes them from Parent Lounge.