Client Statements

Client statements show a summary of all transactions for the client based on the selection criteria selected.  A monthly statement could be issued to each client. Review Client Statement Setup to change the statement header and message.

NAVIGATION: REPORTS menu > Other Reports > Client Statements

  1. In the CLIENT NUMBER field, type the client number or use the magnifying glass to browse and select the client.  Leave blank for ALL CLIENTS.
  2. Enter the start date and end date in the DATE INFORMATION section.
  3. In the OPTIONS section:
    1. Select the CLIENT TYPE - All Clients, Rep Payee, Non Rep Payee
    2. Select the STATUS - active/inactive
    3. Select the Sort order - client name OR client number
    4. Select the pay group by typing the number in the PAY GROUP field or use the browse button to view the list.  Leave blank for ALL PAY GROUPS.
    5. Print Zero Balances - check this box if a statement should be generated for a client who has a zero balance.
  4. To view statements for a specific house or department, select in the appropriate field.  Leave blank for all houses/programs.
  5. Place a check mark in the NOTIFY box and click the RUN REPORT icon.
  6. Preview, print, or save the report (see Report Preview, Print and Save Options)

 

12/2023

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