A/R Statements

A/R statements can now be created in batches in NexsyisNow. Select the $ icon in the side toolbar in NexsyisNow to access this feature. 

 

To access this feature, users will need the following Transaction permission: AR Statements Processing

 

To create a batch, select the Statement As-of Date and click + Generate Statement to begin the process.

 

The As-of Date determines the date printed on the statement (as the 'Statement Date') and excludes any invoices dated after that day.

 

 

NOTE; Only one batch can be created and "In Process" at a time. A new batch cannot be generated until the current In Process batch is finalized or deleted. 

 

Generating Statements

All outstanding A/R for the customer and insurance will pull into a new In Process batch. You can check any lines you want to exclude from the batch and then select Remove Selected. You can review the communication type and update the delivery preference as needed — P=Print, E=Email, and T=Text. 

 

  1. Select the top checkbox to select all rows and then un-check any specific rows to remove if looking to create a batch for a few records.
  2. Certain columns in the grid can be sorted by selecting them (i.e. Loc Code is sorted below)
  3. You can launch into the folder for a line in a new browser tab by selecting the folder#
  4. To update the text or email delivery type to print, select the three-dots menu and select Toggle to Print
  5. Select View Statement to view the line's A/R statement
  6. Select Remove Record to remove the line entirely from the batch
  7. Select Finalize & Send once done with the batch and everything looks good to print/deliver

 

 

Once the batch is finalized, you will get a notification displaying how many statements are ready to print and how many statements were delivered via text and email. Select Print to open the batch in PDF format, and they should all be broken up by location.

 

 

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