Client Statement Setup

Client statements show a summary of all transactions for each individual.

NAVIGATION: SYSTEM menu > Settings > Rep Payee Settings

Statement Header Information

The header on the report will always display as CLIENT STATEMENT. Then the company name/address information will appear. During implementation, this information is entered as the company name and address.

To change/update the company name/address, follow these steps.

1. Click on the STATEMENT SETTINGS tab.
2. Use the header 1, 2, 3, 4 fields to add the information you want to print on every client statement. 
3. Click SAVE at the top of the screen.

Change Statement Message

At the bottom of every client statement is an area for a message.  During implementation, the message is setup as THANK YOU!

To change/update the message, follow these steps. 

1. Click on the STATEMENT SETTINGS tab.
2. In the MESSAGE field, type the message you want to print on every client statement. 
3. Click SAVE at the top of the screen.

See Client Statements

12/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388