Product Enhancement

Beginning August 14, there's a new eStatement Document Filtering Enhancement! This enhancement allows eStatement users to select multiple accounts at one time, choose one or more document types, and select a date range to view all documents meeting their criteria on one screen vs. viewing them on an account-by-account basis. This will be especially helpful to businesses who have large volumes of accounts and multiple document types enabled!

The Account drop-down displays the accounts in alpha/numeric order by account numbers or nickname.

Document Type includes All, Statement, Notice and Tax.

The default Date Range is Most Recent, with other set ranges available. Selecting Date Range opens a calendar and selection tool.