Questions to be answered when printing courtesy statements in January:
Am I printing statements for all accounts for the current year that have a balance due? Or do I just want to print the accounts with a mortgage code that still have a balance due (meaning the mortgage company did not pay)?
Do I want to print delinquent statements for all years (including current year) for all accounts or do I just want to print out the current year?
NOTE: You can print courtesy statements for the current year and then print delinquent statements and not include the current year. If you want to print a statement for all years with a balance due (including current year), then see "Delinquent Statements".
WHEN RUNNING JUST FOR MORTGAGE COMPANIES:
When running the statements for the Mortgage companies, select "Mortgage Company" for the sort order and you will need to put a check mark in the "Include Billing Agents:" check box. If you leave this unchecked, then the statements for accounts that have both a mortgage code and billing agent will NOT get printed. Leave the "Start Field:" blank and enter "ZZZZZZ" for the end field. This will get all accounts that have a mortgage code.
EXAMPLE: You have a mortgage code of "WELLS " and you want to skip this code. Leave the start field blank and enter "WELLR " for the end code. Notice the "R" instead of the "S" on "WELLS ". After these statements are printed you will use "WELLT " for the start field and "ZZZZZZ" for the end field for the rest of the statements. Notice the "T" instead of the "S" on "WELLS". This is because the letter "R" comes before the letter "S" and the letter "T" comes after the letter "S". This works just like a dictionary.
EXAMPLE: You have a mortgage code of "WELLS " and you only want to print all of their statements. You will enter "WELLS " for the start field and "WELLS " for the end field.
NOTE: Leave the check box for "Zeros Statements:" unchecked.
WHEN RUNNUING FOR ALL ACCOUNTS FOR THE CURRENT YEAR:
When running the statements, you will need to put a check mark in the "Include Billing Agents:" check box and in the "Include Mortgage Companies:" check box. If you leave either of these unchecked, then the statements for accounts that have a billing agent or a mortgage code will NOT get printed.
Because the number of statements getting printed can be large, we suggest breaking the statement runs into parts. The number of statements or pages at one time can vary depending on hardware configurations and limitations, but we suggest no more than 10,000 statements or pages per run. Anything more than this and the computers seem to get hung up and a reboot of the server is then necessary.
EXAMPLE: You are running statements in owner name order. For the start field and end field you would enter:
START FIELD END FIELD
" " "F"
"F" "L"
"L" "S"
"S" "ZZZZZZ"
On the first run, notice how we start with blanks and on the last run we end with "ZZZZZZ" and on the subsequent runs we enter in the start field with what was in the end field on the previous run.
NOTE: This same principle also applies to the other sort orders.
When sorting by zip code the zip code must be entered using the zip+4 format without the "-" and with leading zeros to make 9 digits.