Retrieve Electronic Statements

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This function allows electronic statements to be retrieved by the user for transmission to another third-party.

 

 

Task Name

Task Name displayed in the Task Viewer

Transmission Type

Indicates the mode in which statements will be sent:

*Production

Indicates that a production transmission will be sent

*Test

Indicates that a test transmission will be sent

Run Now

Indicates in the report should be run immediately

Schedule

Indicates in the report should be scheduled to run at a future time

Schedule Task Button

Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)