Navigation:  Customer Relationship Management Screens > Households Screen > Combined Statements tab > Combined Analysis

Follow the steps below to use the Combined Statements tab of the Households screen to set up combined analysis statements for multiple customer accounts.

 

1.To modify an existing combined analysis statement, select the desired statement in the list view at the top of this tab. The other fields on this tab (see below) will populate with that statement's information and become available for editing. To create a new combined analysis statement, click <Create New> at the bottom of this tab and indicate the desired report number (4) in the Report Number field.

 

2.After selecting a report number and clicking <Save>, the system will prompt you to indicate an Account to Service Charge as well as at least one Account number in the fields at the bottom of the tab. These fields allow you to choose from the list of accounts set up on the Accounts tab. Analysis service charges will be applied to the account indicated in the Account to Service Charge field and all indicated Accounts will be included in the combined analysis. Accounts in a combined analysis must follow two rules:

 

•All accounts must share the same statement cycle.

 

•All accounts must be open and set to use account analysis.

 

3.Fill out the rest of the fields on this tab as explained in the main tab help. Note that when setting up combined analysis statements, the Account to Service Charge field (see #2 above) replaces the Account to Receive Checks field explained in step #6 in the main tab help.

 

4.Once all necessary information has been indicated on the Combined Statements tab, click <Save>.