Statement Log
Last Revised: August 22, 2014
The Statement Log screen contains entries for accounts for which statements have been created by using batch menu no. 15013 or 15014. These entries can be marked as voided if the statements were never mailed.
Security jobs, tasks, and entitlements for using this screen are:
| Job | Task | Entitlement and Description |
|---|---|---|
| LP_ACCOUNTING, LP_ACCOUNTING_MANAGER | RUN_BATCH_JOBS_AND_REPORTS | BATCHMENU, access to the Batch Menu
screen and batch menu no. 15007, Monthly TABC Update; BATCHREQUEST, access to the Batch Request screen to review reports; FILE_UPLOAD, activates the File Upload button on the Batch Menu screen |
| ACCT_MSTR_CHANGE_PERMIT_NO | LP_ACCTM_CHANGE_PERMIT_NO, Change permit numbers on the Account Master screen | |
| LP_ACCOUNTING_MANAGER, LP_PERMITS_MANAGE |
VOID STATEMENT BATCHES | BLW_STATEMENT_LOG; LP_VOID_STMT_BATCH ENTITLEMENT |
| LP_ACCOUNTING, LP_ACCOUNTING_MANAGER, LP_CASHIER, LP_HEAD_CASHIER, LP_PERMITS_MANAGE, LP_SUPER_USER | VIEW STATEMENT LOG | BLW_STATEMENT_LOG |
For step-by-step instructions on Security jobs, tasks and entitlements, please click here to see the documentation in the Tax Collection System help.
To use the Statement Log:
- From the Main Menu, select Update then select Statement Log. The Statement Log screen will appear.
- Any log entries available will be displayed. The following information is available:
- Request Seq. - the batch request sequence no. from when batch menu no. 15013 or 15014 generated the statements.
- Permit Number - permit number listed on the statement
- Owner Name, Mailing Address - information about the business holding the permit
- Statement Type - Current (first notice), Delq (second notice), or Final. 'Current' and 'delinquent' come from batch menu no. 15013; 'final' indicates that batch menu no. 15014 was run.
- Status - Current or Void
- Opercode & Create Date
- To void a single statement log entry or all of the log entries from a particular batch request sequence, click Void Statement Run.
- Enter either a request sequence no. or a combination of a request sequence number and an account number.
- Click Okay. The status will change to Void on the Statement Log screen.