Billing Q&A: Undo Multiple Updated Statements

April 2019    Tags: ,

I just finished my billing for last month. However, I realized too late that when I generated the statements, I neglected to set the Statement Date to the end of the month and they all have the wrong date. Is there an easy way to make a correction after statements have been updated?

The Undo Multiple Updated Statements utility can be used to undo a batch of statements based on the Statement Date, Client ID, and more. This provides the ability to undo multiple statements with matching criteria at once, instead of one at a time. Once the statements have been undone, you can generate your final statements using the correct date and then update them again.

To undo multiple statements with Statement Date

  1. From the Statements menu, point to Undo Updated Statements and select Undo Multiple Updated Statements.
  2. Enter the Statement Date used for the batch of statements that you want to correct.
  3. Click OK.
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