View and Re-dispatch Trust Statements
When you generate trust refunds in DebtCol, a trust statement is created and dispatched according to the client settings. Every trust statement is stored against the client record. You can make them available to the client via the DebtCol web portal and you can view and re-dispatch them as needed.
View and re-dispatch a single trust statement
Accounting > Trust > Historical > Re-dispatch Trust Statement
Here you may view and re-dispatch trust statements generated.
To list all statements based on a client, enter the client code in the relevant field. The results will appear in the table below.
To locate a specific statement, enter the statement number in the relevant field. The result will appear in the table below.
To re-dispatch a specific statement, click the row containing the statement of choice, then nominate the method of dispatch from the list labeled “Re-Dispatch By”. Complete the dispatch details and click OK.
INFORMATION: When you click on an statement number in the table, the original dispatch details will be displayed below the table.
Tip: Change the dispatch details then click “okay” to reproduce and re-dispatch the selected statement in a different manner. For example, if a statement was originally emailed, you can alter the email address, message, statement format and export attachment. These changes only relate to the re-dispatching of the statement and do not override the original dispatch details.
re-dispatch a batch of Trust Statements
Accounting > Trust > Historical > Batch Re-dispatch Trust Statement
This process allows a user to re-dispatch generated trust statements in bulk.
Enter the date of the statement run where indicated then click “Search”.
The results will appear in the table below. Each found item will be ticked for re-dispatch. Un-tick any statements you don’t wish to re-dispatch.
To re-dispatch in the exact same way they were originally sent, set “Re-dispatch By” to “as per original”. This way statements that were emailed will be emailed to the original address and statements sent to a printer will be sent to that same printer.
To re-dispatch the selected statements to a specific printer, set “Re-dispatch By” to “to printer” then select the printer where indicated. This will re-dispatch all selected statements to the specified printer.