Building Batch Statements in the Financial Center

The Company Selections grid lists all active insurance and brokerage companies.

Building a statement for a company flagged as Inactive is only available through the Company Center.

All rows in the grid, default as unchecked. The list can be narrowed by using grid filtering. For example, include only insurance companies by filtering on the Type column. For more information on filtering, see Grid Filtering in the Tables in Data Entry Forms topic.

At least one company row in the grid must be checked before the Create Statement link is clicked.

Grid Elements	What is this?
Check	Check this box if you want to include this company in the Create Statement process.
Name	Company name.
Type	Insurance or Brokerage company.
Check All	Use to check all companies in the grid. You can then selectively uncheck companies you do not want.
Uncheck All	Use to uncheck all companies in the grid.

This section operates the same as if selected from the Direct Bill Statement form, accessed through the Company Center. For more information, see the Statement Modifiers section of the Direct Bill Statement topic.

Complete the modifiers, as desired, and click Create Statement to build a statement for each company and division selected.

If only one statement is created during the build process, that statement is opened automatically. Otherwise, open the appropriate direct bill statement by clicking the Direct Billview tab in theFinancial Center, and selecting the statement. Then, begin the reconciliation process.

The Company Selections grid lists all active insurance, brokerage, and fee companies with a payable balance.

Building a statement for a company flagged as Inactive is only available through the Company Center.

All rows in the grid default as unchecked. The list can be narrowed by using grid filtering. For example, include only fee companies by filtering on the Type column. For more information on filtering, see Grid Filtering in the Tables in Data Entry Forms topic.

At least one company row in the grid must be checked before the Create Statement link is clicked.

Grid Elements	Meaning
Check	Check this box if you want to include this company in the Create Statement process.
Name	Company name.
Type	Insurance, Brokerage, or Fee company.
Check All	Use to check all companies in the grid. You can then selectively uncheck companies you do not want.
Uncheck All	Use to uncheck all companies in the grid.

This section operates the same as if selected from the Pay Account Current form, accessed through the Company Center. For more information, see the Statement Modifiers section of the Selecting Pay Account Current Modifiers topic.

Complete the modifiers, as desired, and click Create Statement to build a statement for each company and division selected.

If only one statement is created during the build process, that statement is opened automatically. Otherwise, open the appropriate account current statement by clicking the Account Current view tab in the Financial Center, and selecting the statement. Then, begin the reconciliation process.

The Employee and Broker Selections grids list all active employees and brokers with a payable balance.

Building a statement for an employee or broker flagged as Inactive is only available through the Employee or Broker Centers.

At least one employee or broker row in the grid must be checked before the Create Statement link is clicked.

Grid Elements	Meaning
Check	Check this box if you want to include this employee or broker in the Create Statement process.
Name	Employee or broker name.
Check All	Use to check all employees and brokers in the grid. You can then selectively uncheck employees and brokers you do not want.
Uncheck All	Use to uncheck all employees or brokers in the grid.

This section operates the same as if selected from the Pay Commission Statement form accessed through the Employee or Broker centers. For more information, see the Statement Modifiers section of the Selecting Pay Commission Statement Modifiers topic.

Complete the modifiers, as desired, and click Create Statement to build a statement for each employee/broker and division selected.

If only one statement is created during the build process, that statement is opened automatically. Otherwise, open the appropriate pay commission statement by clicking the Comm. Payable view tab in the Financial Center, and selecting the statement. Then, begin the reconciliation process.