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Before Generating Account Statements

As you prepare to generate account statements, go through each of the steps listed below. These tasks should be accomplished on a daily and regular basis, and they should be reviewed in detail before initiating the account statement process.

Note

These tasks are completed in the Receivables Management hub unless otherwise noted. When available, both the J1 Web page and the corresponding Desktop window are listed for each step.

After completing the steps above, you're ready to generate account statements in J1 Web!