Statements

Within the broker statements menu item (Accounting - Statements) users can trigger and download broker statements with broker partners.

When the user accesses the Broker Statements screen they can:

• Access previously generated broker statements shown in a 'Complete' status

• Trigger new broker statements by selecting checkboxes on the left hand side of the screen (either individually or in bulk) and clicking on 'Create Statements'

  • Once the user selects this item and confirms the status will update to 'Pending' until the document is complete, at which point the user can download the created file

Previously generated broker statements can also be accessed from directly within a brokers account by navigating to the broker company account (either via the menu item Admin-Companies-Broker Company, or via the global search):

Coming soon: The capability to automatically email statements to the current user or defined email addresses at broker partners.

Email addresses to send statements to can be added via the broker company screen (either via the menu item Admin-Companies-Broker Company, or via the global search):

To elect to email to either the current user or the broker company statement recipient, the user must check the Email to Me and/or the Email to Company checkboxes during the statement creation process.