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    Bulk Generate & Email Statements

    Bulk generating & emailing Statements in RMS.


    Steps Required

    1. Go to Reports > Account > Statements in RMS.
    2. Select a Date Range.
    3. Choose the Statement For options.
    4. Select Additional Required Filters.
    5. Choose Balances to show.
    6. Select a Type of Statement.
    7. Select 'More Options'.
    8. Choose 'Email Statement if Recipient has an Email Address'.
    9. Build.
    10. Select 'Ok'.

    Visual Guide

    Go to Reports > Account > Statements in RMS.

    Select a Date Range.

    Choose the Statement For options.

    Select Additional Required Filters.

    Choose Balances to show.

    Select a Type of Statement.

    Select 'More Options'.

    Choose 'Email Statement if Recipient has an Email Address'.

    Select 'Build' to generate the statements using the selected options.

    Select 'Ok' on the Email Sent confirmation message to view the statements on screen.


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