You have the option to manually generate monthly digital statements based on the invoice fiscal month.
Primary Audience: Super Admins
Invoices within the Platform can now be generated to match invoices within Agvance. The Platform now has mappings to the “fiscal month” field in Agvance, rather than only referencing the invoice creation date.
Statements will continue to be generated based upon invoice creation date until the setting is changed to leverage this new functionality. If you would like to activate this feature for your organization, please reach out to your Partnership Manager.
How it works:
To manually generate statements, follow the steps below:
- Navigate to Team Hub > Admin > Overview tab
- Locate the “Generate Digital Statements” button within the Admin Actions widget
- Set the relevant Statement Month and Fiscal Month
- Note: Double check to ensure the Statement Month matches your organization’s Fiscal Month to prevent discrepancies in statement data.
- Click “Send Statements”
There is an option to resend statements if there were adjustments made to statements after they were initially sent. To do this, follow the steps above and you will see the following prompt if statements for the selected month already exist:
- Note: Updated statements will only be sent to those whose statements have changed.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.