Difference between revisions of "Line of Credit Statements"
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(Created page with "=='''Overview of IL821'''== Category:Line of Credit Reports") |
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=='''Overview of IL821'''== | =='''Overview of IL821'''== | ||
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| + | The Line of Credit Statements report generates a report listing transaction activity within a date range that you specify. The report generates statements of this activity that can be mailed to your borrowers. The report output includes information such as the line number, line type, interest rate, credit limit, credit balance, interest due, adjustment method and the date that interest was last posted. To run this report: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Line of Credit | ||
| + | * Double-click Reports | ||
| + | * Double-click 821 Statements. The parameters screen will launch: | ||
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| + | [[File:IL821.png]] | ||
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| + | The following fields are available on this screen: | ||
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| + | {| class="wikitable" | ||
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| + | ! '''Field''' !! '''Description''' | ||
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| + | | '''Start date''' || Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
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| + | | '''End date''' || Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
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| + | | '''Line #''' || To generate a statement for a specific line, enter the line # here or click the list icon to select from a list of lines within the system | ||
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| + | | '''Statement mode''' || If you wish to filter your results by statement status, click the drop down arrow here. You can opt to report on all lines, or just active lines | ||
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| + | | '''Form code''' || In order to create the statements, you must select the form code. Type the code or click the list icon to select from a list of [[Merge Form Maintenance|active form codes]] in the system | ||
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| + | | '''Status''' || To filter by status, click the drop down arrow to select the status you wish to report against | ||
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| + | | '''Merge method''' || {{Merge Method}} | ||
| + | |} | ||
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| + | Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report. If you generated statements, you will now have to [[Merging Documents|merge them]]. Click below to view a sample statement. | ||
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| + | [[File:Sample IL821.pdf|'''Sample Report Output'''|thumb|center]] | ||
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| + | [[File:Sample Line of Credit Statement 2.pdf|'''Sample Line of Credit Statement'''|thumb|center]] | ||
[[Category:Line of Credit Reports]] | [[Category:Line of Credit Reports]] | ||
Revision as of 11:44, 14 September 2012
Overview of IL821
The Line of Credit Statements report generates a report listing transaction activity within a date range that you specify. The report generates statements of this activity that can be mailed to your borrowers. The report output includes information such as the line number, line type, interest rate, credit limit, credit balance, interest due, adjustment method and the date that interest was last posted. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Line of Credit
- Double-click Reports
- Double-click 821 Statements. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Start date | Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||||||||
| End date | Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||||||||
| Line # | To generate a statement for a specific line, enter the line # here or click the list icon to select from a list of lines within the system | ||||||||
| Statement mode | If you wish to filter your results by statement status, click the drop down arrow here. You can opt to report on all lines, or just active lines | ||||||||
| Form code | In order to create the statements, you must select the form code. Type the code or click the list icon to select from a list of active form codes in the system | ||||||||
| Status | To filter by status, click the drop down arrow to select the status you wish to report against | ||||||||
| Merge method | Click the list icon to select the method desired to create the notices. Your options are:
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Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report. If you generated statements, you will now have to merge them. Click below to view a sample statement.
