Comm Center - Sending Statements with AccountMate

How to send statements with AccountMate.

Once logged into AccountMate, navigate to the Reports Menu -> Receivable Reports -> Print Customer Statement.  

You can then set parameters for the statements you wish to print and set any filters. Prism recommends that you preview the statements before you print and send them out to your customers. 

Once you are ready to print and send, you will click on the Export dropdown and select Acrobat (PDF).  

This will open your file explorer. You should make sure to navigate to your Desktop and locate the folder called Input – Shortcut. If this folder does not exist, work with Prism Project Manager or Support to add it to your desktop.  

Once you are in the Input-Shortcut folder, you will click Save. Once they are saved, Communications Center will then automatically send your statements out.