Checklist for Producing Statements

The following steps can be performed as part of your normal daily or weekly activity, but they should be performed in the order listed to produce a successful statement run.

1.    Generate charges (and post)

2.    Record credits & payments to a student's account (and post)

3.    Enter manual adjustments (and post)

4.    Update student addresses

5.    Check finance charge definition

6.    Update statement messages

7.    Update the subsidiary control table values

8.    Print the exceptions report

9.    Generate finance charges and late fees (and post)

10.  Print the register

11.  Print the statements